SWA
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Strategies Wealth Advisors’s Salesforce CRM Stock Holding History

Strategies 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
Q2 		– Sell
-1,106
Closed -$297K – 187
2025
Q1 		$297K Sell
1,106
-1,363
-55% -$424K 0.04% 140
2024
Q4 		$806K Buy
+2,469
New +$788K 0.1% 60

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

Strategies Wealth Advisors's CRM Position: Q2 2025 in Review

Strategies Wealth Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,106 shares — an estimated $297K sold.

Strategies Wealth Advisors first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $806K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Strategies Wealth Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,106 Salesforce shares in Q2 2025, an estimated $297K.
  • Strategies Wealth Advisors first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Strategies Wealth Advisors's Salesforce position peaked at $806K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Strategies Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.