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Tyler-Stone Wealth Management’s Salesforce CRM Stock Holding History

Tyler-Stone 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
Q2 		$528K Hold
1,935
– – 0.09% 193
2025
Q1 		$519K Buy
1,935
+468
+32% +$146K 0.09% 183
2024
Q4 		$490K Sell
1,467
-55
-4% -$17.6K 0.09% 196
2024
Q3 		$417K Buy
1,522
+849
+126% +$217K 0.08% 209
2024
Q2 		$173K Hold
673
– – 0.07% 209
2024
Q1 		$203K Buy
673
+18
+3% +$5.19K 0.09% 193
2023
Q4 		$172K Hold
655
– – 0.09% 192
2023
Q3 		$133K Buy
655
+225
+52% +$48.6K 0.08% 209
2023
Q2 		$91K Buy
+430
New +$87.8K 0.05% 259
2022
Q4 		$52K Buy
395
+150
+61% +$21.9K 0.04% 312
2022
Q3 		$35K Hold
245
– – 0.03% 344
2022
Q2 		$40K Hold
245
– – 0.03% 348
2022
Q1 		$52K Sell
245
-15
-6% -$3.23K 0.03% 337
2021
Q4 		$66K Buy
+260
New +$73.1K 0.03% 323

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

Tyler-Stone Wealth Management's CRM Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Salesforce (CRM) position steady in Q2 2025 at 1,935 shares worth $528K. The position accounts for 0.09% of the portfolio, ranked #193.

Tyler-Stone Wealth Management first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Tyler-Stone Wealth Management held 1,935 shares of Salesforce worth $528K as of Q2 2025.
  • Tyler-Stone Wealth Management left its Salesforce share count unchanged in Q2 2025.
  • Salesforce made up 0.09% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #193 holding.
  • Tyler-Stone Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.