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Ullmann Wealth Partners Group’s Salesforce CRM Stock Holding History

Ullmann Wealth Partners Group’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
Q1 		– Sell
-699
Closed -$234K – 140
2024
Q4 		$234K Buy
+699
New +$223K 0.03% 122

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ullmann Wealth Partners Group's CRM Position: Q1 2025 in Review

Ullmann Wealth Partners Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 699 shares — an estimated $234K sold.

Ullmann Wealth Partners Group first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Ullmann Wealth Partners Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 699 Salesforce shares in Q1 2025, an estimated $234K.
  • Ullmann Wealth Partners Group first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Salesforce position peaked at $234K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2025, filed 11 Apr 2025.