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Wambolt & Associates’s Salesforce CRM Stock Holding History

Wambolt & Associates’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 		$268K Buy
987
+15
+2% +$4.01K 0.09% 155
2025
Q1 		$263K Sell
972
-55
-5% -$17.1K 0.09% 158
2024
Q4 		$343K Hold
1,027
– – 0.11% 141
2024
Q3 		$278K Sell
1,027
-2
-0.2% -$512 0.08% 171
2024
Q2 		$264K Sell
1,029
-218
-17% -$58.3K 0.08% 177
2024
Q1 		$377K Sell
1,247
-900,023
-100% -$260M 0.11% 160
2023
Q4 		$1.23M Buy
901,270
+22
+0% +$4.98K 0.4% 83
2023
Q3 		$1.15M Buy
901,248
+4
+0% +$864 0.42% 79
2023
Q2 		$1.16M Buy
901,244
+167
+0% +$34.1K 0.41% 87
2023
Q1 		$1.11M Sell
901,077
-48
-0% -$8.11K 0.39% 97
2022
Q4 		$1.05M Sell
901,125
-440
-0% -$64.2K 0.4% 97
2022
Q3 		$1.13M Sell
901,565
-74
-0% -$12.5K 0.48% 80
2022
Q2 		$1.17M Sell
901,639
-35
-0% -$6.18K 0.47% 78
2022
Q1 		$1.25M Buy
901,674
+121
+0% +$26K 0.46% 84
2021
Q4 		$1.29M Buy
901,553
+976
+0.1% +$274K 0.47% 77
2021
Q3 		$1.06M Buy
+900,577
New +$229M 0.42% 86

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

Wambolt & Associates's CRM Position: Q2 2025 in Review

Wambolt & Associates increased its Salesforce (CRM) stake by 1.5% in Q2 2025, buying an estimated $4.01K and bringing the position to 987 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #155.

Wambolt & Associates first reported a position in CRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.29M in Q4 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Wambolt & Associates held 987 shares of Salesforce worth $268K as of Q2 2025.
  • Wambolt & Associates bought 15 Salesforce shares in Q2 2025, an estimated $4.01K.
  • Salesforce made up 0.09% of Wambolt & Associates's portfolio in Q2 2025, its #155 holding.
  • Wambolt & Associates first reported a position in Salesforce in Q3 2021 and has held it in 16 quarters since.
  • Wambolt & Associates's Salesforce position peaked at $1.29M in Q4 2021.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.