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UP Strategic Wealth Investment Advisors’s Salesforce CRM Stock Holding History

UP Strategic Wealth Investment 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
-745
Closed -$203K – 93
2025
Q2 		$203K Buy
+745
New +$199K 0.16% 90

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's CRM Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 745 shares — an estimated $203K sold.

UP Strategic Wealth Investment Advisors first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 745 Salesforce shares in Q3 2025, an estimated $203K.
  • UP Strategic Wealth Investment Advisors first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Salesforce position peaked at $203K in Q2 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.