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Waypoint Wealth Partners’s Salesforce CRM Stock Holding History

Waypoint Wealth Partners’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 		$476K Sell
1,745
-100
-5% -$26.7K 0.12% 48
2025
Q1 		$495K Sell
1,845
-125
-6% -$38.9K 0.14% 39
2024
Q4 		$659K Buy
1,970
+100
+5% +$31.9K 0.18% 36
2024
Q3 		$512K Buy
1,870
+325
+21% +$83.2K 0.14% 45
2024
Q2 		$397K Sell
1,545
-396
-20% -$106K 0.12% 48
2024
Q1 		$585K Buy
1,941
+70
+4% +$20.2K 0.17% 36
2023
Q4 		$492K Buy
1,871
+325
+21% +$73.6K 0.15% 39
2023
Q3 		$313K Hold
1,546
– – 0.11% 61
2023
Q2 		$327K Hold
1,546
– – 0.11% 53
2023
Q1 		$309K Buy
1,546
+1
+0.1% +$169 0.11% 50
2022
Q4 		$205K Hold
1,545
– – 0.08% 58
2022
Q3 		$222K Sell
1,545
-8
-0.5% -$1.36K 0.09% 52
2022
Q2 		$256K Hold
1,553
– – 0.1% 49
2022
Q1 		$330K Sell
1,553
-163
-9% -$35.1K 0.12% 39
2021
Q4 		$436K Buy
1,716
+171
+11% +$48K 0.15% 35
2021
Q3 		$419K Hold
1,545
– – 0.16% 30
2021
Q2 		$377K Sell
1,545
-1,502
-49% -$346K 0.15% 27
2021
Q1 		$646K Buy
3,047
+1,502
+97% +$334K 0.47% 20
2020
Q4 		$344K Buy
+1,545
New +$376K 0.27% 26

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

Waypoint Wealth Partners's CRM Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Salesforce (CRM) stake by 5.4% in Q2 2025, selling an estimated $26.7K and leaving 1,745 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #48.

Waypoint Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 19 quarters since. The position peaked at $659K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Waypoint Wealth Partners held 1,745 shares of Salesforce worth $476K as of Q2 2025.
  • Waypoint Wealth Partners sold 100 Salesforce shares in Q2 2025, an estimated $26.7K.
  • Salesforce made up 0.12% of Waypoint Wealth Partners's portfolio in Q2 2025, its #48 holding.
  • Waypoint Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's Salesforce position peaked at $659K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.