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TFG Advisers’s Salesforce CRM Stock Holding History

TFG Advisers’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 		$898K Buy
3,294
+20
+0.6% +$5.35K 0.31% 85
2025
Q1 		$879K Buy
3,274
+36
+1% +$11.2K 0.32% 82
2024
Q4 		$1.08M Buy
3,238
+163
+5% +$52K 0.39% 69
2024
Q3 		$842K Buy
3,075
+163
+6% +$41.8K 0.3% 86
2024
Q2 		$749K Buy
2,912
+92
+3% +$24.6K 0.29% 86
2024
Q1 		$849K Sell
2,820
-52
-2% -$15K 0.33% 79
2023
Q4 		$756K Hold
2,872
– – 0.32% 88
2023
Q3 		$582K Hold
2,872
– – 0.27% 101
2023
Q2 		$607K Buy
2,872
+30
+1% +$6.12K 0.28% 99
2023
Q1 		$568K Buy
2,842
+83
+3% +$14K 0.27% 99
2022
Q4 		$366K Buy
2,759
+2
+0.1% +$292 0.19% 126
2022
Q3 		$397K Sell
2,757
-201
-7% -$34.1K 0.22% 111
2022
Q2 		$488K Buy
2,958
+31
+1% +$5.48K 0.26% 100
2022
Q1 		$621K Buy
2,927
+97
+3% +$20.9K 0.28% 93
2021
Q4 		$719K Buy
2,830
+353
+14% +$99.2K 0.31% 89
2021
Q3 		$672K Buy
2,477
+93
+4% +$23.6K 0.33% 89
2021
Q2 		$582K Sell
2,384
-18
-0.7% -$4.15K 0.28% 98
2021
Q1 		$509K Buy
2,402
+66
+3% +$14.7K 0.26% 99
2020
Q4 		$519K Sell
2,336
-249
-10% -$60.6K 0.27% 94
2020
Q3 		$649K Buy
2,585
+3
+0.1% +$657 0.37% 79
2020
Q2 		$483K Buy
2,582
+299
+13% +$50.4K 0.31% 89
2020
Q1 		$328K Hold
2,283
– – 0.26% 103
2019
Q4 		$371K Buy
2,283
+34
+2% +$5.33K 0.21% 114
2019
Q3 		$333K Buy
+2,249
New +$342K 0.22% 119

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

TFG Advisers's CRM Position: Q2 2025 in Review

TFG Advisers increased its Salesforce (CRM) stake by 0.61% in Q2 2025, buying an estimated $5.35K and bringing the position to 3,294 shares worth $898K. The position accounts for 0.31% of the portfolio, ranked #85.

TFG Advisers first reported a position in CRM in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • TFG Advisers held 3,294 shares of Salesforce worth $898K as of Q2 2025.
  • TFG Advisers bought 20 Salesforce shares in Q2 2025, an estimated $5.35K.
  • Salesforce made up 0.31% of TFG Advisers's portfolio in Q2 2025, its #85 holding.
  • TFG Advisers first reported a position in Salesforce in Q3 2019 and has held it in 24 quarters since.
  • TFG Advisers's Salesforce position peaked at $1.08M in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.