TWA
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TCI Wealth Advisors’s Salesforce CRM Stock Holding History

TCI 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
-819
Closed -$220K – 259
2025
Q1 		$220K Sell
819
-811
-50% -$252K 0.02% 216
2024
Q4 		$545K Buy
1,630
+18
+1% +$5.75K 0.05% 118
2024
Q3 		$441K Buy
1,612
+212
+15% +$54.3K 0.04% 145
2024
Q2 		$360K Sell
1,400
-106
-7% -$28.4K 0.03% 157
2024
Q1 		$454K Buy
1,506
+90
+6% +$26K 0.04% 127
2023
Q4 		$373K Sell
1,416
-24
-2% -$5.43K 0.04% 138
2023
Q3 		$292K Buy
1,440
+6
+0.4% +$1.3K 0.04% 156
2023
Q2 		$303K Sell
1,434
-27
-2% -$5.51K 0.04% 150
2023
Q1 		$292K Sell
1,461
-65
-4% -$11K 0.04% 152
2022
Q4 		$202K Sell
1,526
-300
-16% -$43.8K 0.03% 176
2022
Q3 		$263K Buy
1,826
+106
+6% +$18K 0.04% 134
2022
Q2 		$284K Buy
1,720
+150
+10% +$26.5K 0.04% 136
2022
Q1 		$334K Buy
1,570
+140
+10% +$30.1K 0.05% 134
2021
Q4 		$363K Sell
1,430
-29
-2% -$8.15K 0.05% 120
2021
Q3 		$396K Sell
1,459
-44
-3% -$11.2K 0.06% 125
2021
Q2 		$367K Buy
1,503
+52
+4% +$12K 0.06% 139
2021
Q1 		$307K Buy
1,451
+84
+6% +$18.7K 0.13% 134
2020
Q4 		$304K Buy
1,367
+46
+3% +$11.2K 0.14% 132
2020
Q3 		$332K Sell
1,321
-257
-16% -$56.3K 0.13% 112
2020
Q2 		$296K Sell
1,578
-47
-3% -$7.92K 0.13% 114
2020
Q1 		$234K Buy
1,625
+249
+18% +$42.7K 0.12% 128
2019
Q4 		$224K Buy
1,376
+187
+16% +$29.3K 0.09% 163
2019
Q3 		$176K Hold
1,189
– – 0.08% 158
2019
Q2 		$180K Sell
1,189
-41
-3% -$6.42K 0.08% 153
2019
Q1 		$195K Sell
1,230
-19
-2% -$2.94K 0.09% 151
2018
Q4 		$171K Buy
1,249
+17
+1% +$2.34K 0.08% 154
2018
Q3 		$196K Buy
1,232
+124
+11% +$18.4K 0.08% 149
2018
Q2 		$151K Buy
1,108
+213
+24% +$27.2K 0.07% 173
2018
Q1 		$104K Hold
895
– – 0.05% 215
2017
Q4 		$91K Hold
895
– – 0.04% 242
2017
Q3 		$84K Sell
895
-91
-9% -$8.37K 0.04% 234
2017
Q2 		$85K Buy
986
+91
+10% +$7.92K 0.04% 221
2017
Q1 		$74K Sell
895
-52
-5% -$4.15K 0.04% 249
2016
Q4 		$65K Buy
947
+40
+4% +$2.9K 0.03% 290
2016
Q3 		$65K Sell
907
-17
-2% -$1.33K 0.04% 266
2016
Q2 		$73K Hold
924
– – 0.04% 250
2016
Q1 		$68K Sell
924
-9
-1% -$620 0.04% 252
2015
Q4 		$73K Buy
933
+768
+465% +$60K 0.04% 245
2015
Q3 		$11K Buy
165
+7
+4% +$496 0.01% 490
2015
Q2 		$11K Buy
158
+9
+6% +$641 0.01% 500
2015
Q1 		$10K Buy
149
+8
+6% +$496 0.01% 455
2014
Q4 		$8K Buy
141
+13
+10% +$767 ﹤0.01% 482
2014
Q3 		$7K Hold
128
– – ﹤0.01% 495
2014
Q2 		$7K Hold
128
– – ﹤0.01% 518
2014
Q1 		$7K Hold
128
– – ﹤0.01% 475
2013
Q4 		$7K Hold
128
– – ﹤0.01% 481
2013
Q3 		$7K Hold
128
– – 0.01% 428
2013
Q2 		$5K Buy
+128
New +$5.28K ﹤0.01% 444

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

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

TCI Wealth Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 819 shares — an estimated $220K sold.

TCI Wealth Advisors first reported a position in CRM in Q2 2013 and held it in 48 quarters. The position peaked at $545K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • TCI Wealth Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 819 Salesforce shares in Q2 2025, an estimated $220K.
  • TCI Wealth Advisors first reported a position in Salesforce in Q2 2013 and held it in 48 quarters.
  • TCI Wealth Advisors's Salesforce position peaked at $545K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on TCI Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.