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Watts Gwilliam & Co’s Salesforce CRM Stock Holding History

Watts Gwilliam & Co’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 		$726K Hold
3,062
– – 0.12% 106
2025
Q2 		$748K Sell
3,062
-102
-3% -$27.3K 0.12% 105
2025
Q1 		$849K Sell
3,164
-520
-14% -$162K 0.18% 93
2024
Q4 		$1.2M Sell
3,684
-213
-5% -$68K 0.25% 77
2024
Q3 		$1.14M Buy
+3,897
New +$998K 0.25% 76
2024
Q1 		$973K Buy
+3,514
New +$1.01M 0.3% 69

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

Watts Gwilliam & Co's CRM Position: Q3 2025 in Review

Watts Gwilliam & Co held its Salesforce (CRM) position steady in Q3 2025 at 3,062 shares worth $726K. The position accounts for 0.12% of the portfolio, ranked #106.

Watts Gwilliam & Co first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Watts Gwilliam & Co held 3,062 shares of Salesforce worth $726K as of Q3 2025.
  • Watts Gwilliam & Co left its Salesforce share count unchanged in Q3 2025.
  • Salesforce made up 0.12% of Watts Gwilliam & Co's portfolio in Q3 2025, its #106 holding.
  • Watts Gwilliam & Co first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Salesforce position peaked at $1.2M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.