Summit Wealth Group’s Salesforce CRM Stock Holding History

Summit Wealth 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 Q1	–	Sell	-976	Closed	-$326K	–	101
2024 Q4	$326K	Hold	976	–	–	0.09%	73
2024 Q3	$267K	Hold	976	–	–	0.08%	82
2024 Q2	$251K	Buy	976 +11	+1%	+$2.94K	0.08%	80
2024 Q1	$291K	Hold	965	–	–	0.2%	31
2023 Q4	$254K	Buy	+965	New	+$218K	0.2%	34
2023 Q3	–	Sell	-965	Closed	-$204K	–	44
2023 Q2	$204K	Sell	965 -191,823	-99%	-$39.2M	0.08%	74
2023 Q1	$1K	Buy	+192,788	New	+$32.6M	0.02%	112
2021 Q3	–	Sell	-318	Closed	-$78K	–	83
2021 Q2	$78K	Hold	318	–	–	0.12%	43
2021 Q1	$67K	Buy	+318	New	+$70.8K	0.11%	37

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Summit Wealth Group's CRM Position: Q1 2025 in Review

Summit Wealth Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 976 shares — an estimated $326K sold.

Summit Wealth Group first reported a position in CRM in Q1 2021 and held it in 9 quarters. The position peaked at $326K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Summit Wealth Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Summit Wealth Group sold 976 Salesforce shares in Q1 2025, an estimated $326K.
Summit Wealth Group first reported a position in Salesforce in Q1 2021 and held it in 9 quarters.
Summit Wealth Group's Salesforce position peaked at $326K in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Summit Wealth Group's 13F filing for Q1 2025, filed 2 May 2025.