SWM
CRM icon

SilverOak Wealth Management’s Salesforce CRM Stock Holding History

SilverOak Wealth Management’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 		– Sell
-800
Closed -$218K – 116
2025
Q2 		$218K Buy
+800
New +$214K 0.04% 106

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SilverOak Wealth Management's CRM Position: Q3 2025 in Review

SilverOak Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 800 shares — an estimated $218K sold.

SilverOak Wealth Management first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 2,817 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • SilverOak Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • SilverOak Wealth Management sold 800 Salesforce shares in Q3 2025, an estimated $218K.
  • SilverOak Wealth Management first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
  • SilverOak Wealth Management's Salesforce position peaked at $218K in Q2 2025.
  • 2,817 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on SilverOak Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.