Tower Wealth Partners’s Salesforce CRM Stock Holding History

Tower Wealth Partners’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	-1,470	Closed	-$394K	–	87
2025 Q1	$394K	Buy	1,470 +603	+70%	+$188K	0.21%	49
2024 Q4	$290K	Sell	867 -13	-1%	-$4.15K	0.15%	57
2024 Q3	$241K	Sell	880 -3	-0.3%	-$768	0.14%	60
2024 Q2	$227K	Buy	883 +13	+1%	+$3.48K	0.14%	59
2024 Q1	$262K	Buy	870 +17	+2%	+$4.91K	0.17%	49
2023 Q4	$224K	Buy	+853	New	+$193K	0.16%	52
2022 Q1	–	Sell	-825	Closed	-$210K	–	51
2021 Q4	$210K	Hold	825	–	–	0.21%	48
2021 Q3	$224K	Sell	825 -597	-42%	-$152K	0.24%	46
2021 Q2	$347K	Hold	1,422	–	–	0.38%	33
2021 Q1	$301K	Hold	1,422	–	–	0.39%	39
2020 Q4	$316K	Buy	+1,422	New	+$346K	0.36%	31

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

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

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

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

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

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

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

Tower Wealth Partners's CRM Position: Q2 2025 in Review

Tower Wealth Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,470 shares — an estimated $394K sold.

Tower Wealth Partners first reported a position in CRM in Q4 2020 and held it in 11 quarters. The position peaked at $394K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Tower Wealth Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Tower Wealth Partners sold 1,470 Salesforce shares in Q2 2025, an estimated $394K.
Tower Wealth Partners first reported a position in Salesforce in Q4 2020 and held it in 11 quarters.
Tower Wealth Partners's Salesforce position peaked at $394K in Q1 2025.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Tower Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.