WFA Asset Management’s Salesforce CRM Stock Holding History

WFA Asset Management’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	$43.4K	Hold	158	–	–	0.02%	110
2025 Q2	$40.7K	Sell	158 -242	-61%	-$64.7K	0.02%	106
2025 Q1	$120K	Buy	400 +344	+614%	+$107K	0.06%	72
2024 Q4	$18.8K	Sell	56 -102	-65%	-$32.6K	0.01%	159
2024 Q3	$43.4K	Hold	158	–	–	0.02%	111
2024 Q2	$40.7K	Sell	158 -242	-61%	-$64.8K	0.02%	107
2024 Q1	$120K	Hold	400	–	–	0.06%	72
2023 Q4	$105K	Hold	400	–	–	0.06%	66
2023 Q3	$81.1K	Hold	400	–	–	0.05%	78
2023 Q2	$84.5K	Hold	400	–	–	0.05%	77
2023 Q1	$79.9K	Hold	400	–	–	0.05%	80
2022 Q4	$53K	Hold	400	–	–	0.03%	88
2022 Q3	$57.5K	Hold	400	–	–	0.04%	83
2022 Q2	$66K	Hold	400	–	–	0.05%	80
2022 Q1	$84.9K	Hold	400	–	–	0.06%	74
2021 Q4	$102K	Buy	+400	New	+$112K	0.07%	62

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFA Asset Management's CRM Position: Q3 2025 in Review

WFA Asset Management held its Salesforce (CRM) position steady in Q3 2025 at 158 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #110.

WFA Asset Management first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $120K in Q1 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

WFA Asset Management held 158 shares of Salesforce worth $43.4K as of Q3 2025.
WFA Asset Management left its Salesforce share count unchanged in Q3 2025.
Salesforce made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #110 holding.
WFA Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Salesforce position peaked at $120K in Q1 2025.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.