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Wealth Group’s Salesforce CRM Stock Holding History

Wealth Group’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 		– Sell
-1,375
Closed -$369K – 110
2025
Q1 		$369K Buy
1,375
+62
+5% +$19.3K 0.24% 88
2024
Q4 		$439K Buy
1,313
+10
+0.8% +$3.19K 0.28% 82
2024
Q3 		$357K Buy
1,303
+66
+5% +$16.9K 0.24% 101
2024
Q2 		$318K Buy
1,237
+10
+0.8% +$2.68K 0.23% 109
2024
Q1 		$370K Buy
+1,227
New +$354K 0.28% 89

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

Wealth Group's CRM Position: Q2 2025 in Review

Wealth Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,375 shares — an estimated $369K sold.

Wealth Group first reported a position in CRM in Q1 2024 and held it in 5 quarters. The position peaked at $439K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Wealth Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 1,375 Salesforce shares in Q2 2025, an estimated $369K.
  • Wealth Group first reported a position in Salesforce in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Salesforce position peaked at $439K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.