Siligmueller & Norvid Wealth Advisors’s Salesforce CRM Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$293K	Buy	+1,236	New	+$312K	0.13%	119

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's CRM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Salesforce (CRM) in Q3 2025: 1,236 shares worth $293K. The stake represents 0.13% of the portfolio and ranks #119 among its holdings.

2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 1,236 shares of Salesforce worth $293K as of Q3 2025.
Salesforce was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Salesforce made up 0.13% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #119 holding.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.