Three Bridge Wealth Advisors’s Salesforce CRM Stock Holding History

Three Bridge 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 Q3	–	Sell	-1,178	Closed	-$321K	–	99
2025 Q2	$321K	Buy	+1,178	New	+$315K	0.08%	84
2025 Q1	–	Sell	-611	Closed	-$205K	–	86
2024 Q4	$205K	Buy	+611	New	+$195K	0.07%	91
2024 Q3	–	Sell	-1,056	Closed	-$271K	–	88
2024 Q2	$271K	Hold	1,056	–	–	0.11%	73
2024 Q1	$318K	Hold	1,056	–	–	0.13%	75
2023 Q4	$278K	Hold	1,056	–	–	0.1%	77
2023 Q3	$214K	Hold	1,056	–	–	0.09%	87
2023 Q2	$223K	Hold	1,056	–	–	0.09%	85
2023 Q1	$211K	Buy	+1,056	New	+$178K	0.1%	85

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Three Bridge Wealth Advisors's CRM Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,178 shares — an estimated $321K sold.

Three Bridge Wealth Advisors first reported a position in CRM in Q1 2023 and held it in 8 quarters. The position peaked at $321K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Three Bridge Wealth Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 1,178 Salesforce shares in Q3 2025, an estimated $321K.
Three Bridge Wealth Advisors first reported a position in Salesforce in Q1 2023 and held it in 8 quarters.
Three Bridge Wealth Advisors's Salesforce position peaked at $321K in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.