WWM
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Waterway Wealth Management’s Salesforce CRM Stock Holding History

Waterway 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
Q3 		– Sell
-2,443
Closed -$666K – 84
2025
Q2 		$666K Buy
+2,443
New +$653K 0.2% 53
2025
Q1 		– Sell
-1,815
Closed -$607K – 80
2024
Q4 		$607K Buy
+1,815
New +$579K 0.27% 39

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

Waterway Wealth Management's CRM Position: Q3 2025 in Review

Waterway Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,443 shares — an estimated $666K sold.

Waterway Wealth Management first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $666K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Waterway Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 2,443 Salesforce shares in Q3 2025, an estimated $666K.
  • Waterway Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Waterway Wealth Management's Salesforce position peaked at $666K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Waterway Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.