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TCFG Wealth Management’s Salesforce CRM Stock Holding History

TCFG Wealth Management’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
Q3 		– Sell
-1,118
Closed -$305K – 268
2025
Q2 		$305K Hold
1,118
– – 0.14% 191
2025
Q1 		$300K Buy
1,118
+11
+1% +$3.42K 0.15% 167
2024
Q4 		$370K Sell
1,107
-9
-0.8% -$2.87K 0.19% 131
2024
Q3 		$306K Buy
+1,116
New +$286K 0.15% 156

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCFG Wealth Management's CRM Position: Q3 2025 in Review

TCFG Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,118 shares — an estimated $305K sold.

TCFG Wealth Management first reported a position in CRM in Q3 2024 and held it in 4 quarters. The position peaked at $370K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • TCFG Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 1,118 Salesforce shares in Q3 2025, an estimated $305K.
  • TCFG Wealth Management first reported a position in Salesforce in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's Salesforce position peaked at $370K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.