WWC
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Waypoint Wealth Counsel’s Salesforce CRM Stock Holding History

Waypoint Wealth Counsel’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
Q4 		– Sell
-869
Closed -$206K – 293
2025
Q3 		$206K Buy
+869
New +$219K 0.08% 249
2025
Q2 		– Sell
-813
Closed -$218K – 196
2025
Q1 		$218K Buy
+813
New +$253K 0.14% 104

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waypoint Wealth Counsel's CRM Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Salesforce (CRM) in Q4 2025, closing a stake of 869 shares — an estimated $206K sold.

Waypoint Wealth Counsel first reported a position in CRM in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 869 Salesforce shares in Q4 2025, an estimated $206K.
  • Waypoint Wealth Counsel first reported a position in Salesforce in Q1 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Salesforce position peaked at $218K in Q1 2025.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.