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Well Done LLC’s Salesforce CRM Stock Holding History

Well Done LLC’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
-747
Closed -$203K – 193
2025
Q2 		$203K Sell
747
-304
-29% -$81.3K 0.04% 169
2025
Q1 		$351K Buy
1,051
+22
+2% +$6.84K 0.06% 126
2024
Q4 		$281K Hold
1,029
– – 0.05% 143
2024
Q3 		$281K Sell
1,029
-24
-2% -$6.15K 0.05% 144
2024
Q2 		$270K Sell
1,053
-370
-26% -$99K 0.06% 151
2024
Q1 		$429K Buy
1,423
+101
+8% +$29.1K 0.08% 122
2023
Q4 		$348K Sell
1,322
-40
-3% -$9.05K 0.07% 131
2023
Q3 		$276K Sell
1,362
-15
-1% -$3.24K 0.06% 135
2023
Q2 		$291K Sell
1,377
-192
-12% -$39.2K 0.06% 133
2023
Q1 		$313K Buy
1,569
+33
+2% +$5.57K 0.07% 128
2022
Q4 		$204K Sell
1,536
-168
-10% -$24.5K 0.04% 171
2022
Q3 		$245K Buy
1,704
+137
+9% +$23.2K 0.06% 136
2022
Q2 		$259K Buy
1,567
+105
+7% +$18.6K 0.06% 141
2022
Q1 		$310K Buy
1,462
+21
+1% +$4.52K 0.06% 139
2021
Q4 		$366K Buy
1,441
+155
+12% +$43.6K 0.07% 125
2021
Q3 		$349K Buy
1,286
+294
+30% +$74.7K 0.08% 126
2021
Q2 		$242K Sell
992
-85
-8% -$19.6K 0.05% 152
2021
Q1 		$228K Buy
1,077
+211
+24% +$47K 0.05% 152
2020
Q4 		$193K Buy
+866
New +$211K 0.05% 150
2020
Q3 		– Sell
-1,252
Closed -$235K – 137
2020
Q2 		$235K Buy
+1,252
New +$211K 0.06% 132
2019
Q1 		– Sell
-741
Closed -$101K – 246
2018
Q4 		$101K Buy
+741
New +$102K 0.03% 196
2018
Q2 		– Sell
-565
Closed -$66K – 201
2018
Q1 		$66K Buy
+565
New +$64.9K 0.02% 207

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Well Done LLC's CRM Position: Q3 2025 in Review

Well Done LLC sold out of Salesforce (CRM) in Q3 2025, closing a stake of 747 shares — an estimated $203K sold.

Well Done LLC first reported a position in CRM in Q1 2018 and held it in 22 quarters. The position peaked at $429K in Q1 2024. 2,814 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Well Done LLC reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Well Done LLC sold 747 Salesforce shares in Q3 2025, an estimated $203K.
  • Well Done LLC first reported a position in Salesforce in Q1 2018 and held it in 22 quarters.
  • Well Done LLC's Salesforce position peaked at $429K in Q1 2024.
  • 2,814 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Well Done LLC's 13F filing for Q3 2025, filed 28 Oct 2025.