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Sovereign Financial Group’s Salesforce CRM Stock Holding History

Sovereign Financial Group’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
Q4 		– Sell
-914
Closed -$217K – 351
2025
Q3 		$217K Sell
914
-190
-17% -$47.9K 0.04% 304
2025
Q2 		$301K Sell
1,104
-147
-12% -$39.3K 0.06% 245
2025
Q1 		$336K Buy
1,251
+58
+5% +$18K 0.08% 214
2024
Q4 		$399K Sell
1,193
-36
-3% -$11.5K 0.09% 200
2024
Q3 		$336K Sell
1,229
-22
-2% -$5.63K 0.08% 211
2024
Q2 		$322K Buy
1,251
+104
+9% +$27.8K 0.08% 210
2024
Q1 		$345K Buy
1,147
+57
+5% +$16.4K 0.09% 196
2023
Q4 		$287K Sell
1,090
-176
-14% -$39.8K 0.09% 195
2023
Q3 		$257K Sell
1,266
-266
-17% -$57.5K 0.09% 188
2023
Q2 		$324K Sell
1,532
-77
-5% -$15.7K 0.11% 182
2023
Q1 		$321K Sell
1,609
-9
-0.6% -$1.52K 0.12% 170
2022
Q4 		$215K Buy
+1,618
New +$236K 0.08% 205
2022
Q3 		– Sell
-1,227
Closed -$203K – 206
2022
Q2 		$203K Sell
1,227
-468
-28% -$82.7K 0.08% 199
2022
Q1 		$360K Buy
1,695
+96
+6% +$20.7K 0.13% 153
2021
Q4 		$406K Sell
1,599
-761
-32% -$214K 0.16% 129
2021
Q3 		$640K Buy
2,360
+996
+73% +$253K 0.37% 64
2021
Q2 		$289K Hold
1,364
– – 0.17% 115
2021
Q1 		$289K Buy
1,364
+216
+19% +$48.1K 0.18% 114
2020
Q4 		$255K Buy
+1,148
New +$279K 0.18% 111

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Sovereign Financial Group's CRM Position: Q4 2025 in Review

Sovereign Financial Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 914 shares — an estimated $217K sold.

Sovereign Financial Group first reported a position in CRM in Q4 2020 and held it in 19 quarters. The position peaked at $640K in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Sovereign Financial Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 914 Salesforce shares in Q4 2025, an estimated $217K.
  • Sovereign Financial Group first reported a position in Salesforce in Q4 2020 and held it in 19 quarters.
  • Sovereign Financial Group's Salesforce position peaked at $640K in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Sovereign Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.