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USA Financial Formulas’s Salesforce CRM Stock Holding History

USA Financial Formulas’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
-799
Closed -$214K – 267
2025
Q1 		$214K Buy
799
+43
+6% +$13.4K 0.04% 144
2024
Q4 		$253K Buy
+756
New +$241K 0.04% 140
2024
Q3 		– Sell
-20
Closed -$5.14K – 288
2024
Q2 		$5.14K Sell
20
-809
-98% -$216K ﹤0.01% 279
2024
Q1 		$250K Sell
829
-5,140
-86% -$1.48M 0.04% 161
2023
Q4 		$1.57M Buy
5,969
+5,962
+85,171% +$1.35M 0.27% 35
2023
Q3 		$1.42K Hold
7
– – ﹤0.01% 369
2023
Q2 		$1.48K Hold
7
– – ﹤0.01% 337
2023
Q1 		$1.4K Buy
+7
New +$1.18K ﹤0.01% 267
2022
Q3 		$1K Hold
5
– – ﹤0.01% 219
2022
Q2 		$1K Hold
5
– – ﹤0.01% 245
2022
Q1 		$1K Sell
5
-3,845
-100% -$827K ﹤0.01% 280
2021
Q4 		$978K Buy
3,850
+3,846
+96,150% +$1.08M 0.84% 59
2021
Q3 		$1K Hold
4
– – ﹤0.01% 349
2021
Q2 		$1K Hold
4
– – ﹤0.01% 343
2021
Q1 		$1K Sell
4
-6,756
-100% -$1.5M ﹤0.01% 296
2020
Q4 		$1.5M Sell
6,760
-5,043
-43% -$1.23M 1.19% 24
2020
Q3 		$2.97M Buy
11,803
+11,799
+294,975% +$2.58M 2.24% 3
2020
Q2 		$1K Buy
+4
New +$674 ﹤0.01% 156
2019
Q1 		– Sell
-23,366
Closed -$3.72M – 170
2018
Q4 		$3.72M Sell
23,366
-6,037
-21% -$830K 0.92% 31
2018
Q3 		$4.01M Buy
29,403
+6,062
+26% +$900K 1.02% 25
2018
Q2 		$2.71M Sell
23,341
-185
-0.8% -$23.6K 0.66% 73
2018
Q1 		$2.74M Buy
+23,526
New +$2.7M 0.66% 73

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

USA Financial Formulas's CRM Position: Q2 2025 in Review

USA Financial Formulas sold out of Salesforce (CRM) in Q2 2025, closing a stake of 799 shares — an estimated $214K sold.

USA Financial Formulas first reported a position in CRM in Q1 2018 and held it in 22 quarters. The position peaked at $4.01M in Q3 2018. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • USA Financial Formulas reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 799 Salesforce shares in Q2 2025, an estimated $214K.
  • USA Financial Formulas first reported a position in Salesforce in Q1 2018 and held it in 22 quarters.
  • USA Financial Formulas's Salesforce position peaked at $4.01M in Q3 2018.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.