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Strategic Financial Concepts’s Salesforce CRM Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-827
Closed -$222K – 302
2025
Q1 		$222K Buy
827
+217
+36% +$67.5K 0.04% 300
2024
Q4 		$204K Buy
+610
New +$195K 0.04% 312
2024
Q3 		– Sell
-149,213
Closed -$5.52K – 331
2024
Q2 		$5.52K Buy
+149,213
New +$39.9M ﹤0.01% 466

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Financial Concepts's CRM Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Salesforce (CRM) in Q2 2025, closing a stake of 827 shares — an estimated $222K sold.

Strategic Financial Concepts first reported a position in CRM in Q2 2024 and held it in 3 quarters. The position peaked at $222K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 827 Salesforce shares in Q2 2025, an estimated $222K.
  • Strategic Financial Concepts first reported a position in Salesforce in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Salesforce position peaked at $222K in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.