Whelan Financial’s Salesforce CRM Stock Holding History

Whelan Financial’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	-897	Closed	-$213K	–	98
2025 Q3	$213K	Buy	+897	New	+$226K	0.07%	91
2025 Q1	–	Sell	-883	Closed	-$295K	–	65
2024 Q4	$295K	Buy	+883	New	+$282K	0.12%	41

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Whelan Financial's CRM Position: Q4 2025 in Review

Whelan Financial sold out of Salesforce (CRM) in Q4 2025, closing a stake of 897 shares — an estimated $213K sold.

Whelan Financial first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $295K in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Whelan Financial reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Whelan Financial sold 897 Salesforce shares in Q4 2025, an estimated $213K.
Whelan Financial first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Whelan Financial's Salesforce position peaked at $295K in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Whelan Financial's 13F filing for Q4 2025, filed 2 Feb 2026.