SWC
CRM icon

Spectrum Wealth Counsel’s Salesforce CRM Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$1.07K Hold
4
– – ﹤0.01% 323
2024
Q4 		$1.34K Buy
+4
New +$1.28K ﹤0.01% 315

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spectrum Wealth Counsel's CRM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Salesforce (CRM) position steady in Q1 2025 at 4 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Spectrum Wealth Counsel first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.34K in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Spectrum Wealth Counsel held 4 shares of Salesforce worth $1.07K as of Q1 2025.
  • Spectrum Wealth Counsel left its Salesforce share count unchanged in Q1 2025.
  • Salesforce made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #323 holding.
  • Spectrum Wealth Counsel first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • Spectrum Wealth Counsel's Salesforce position peaked at $1.34K in Q4 2024.
  • 2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.