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Whitaker-Myers Wealth Managers’s Salesforce CRM Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-626
Closed -$209K – 120
2024
Q4 		$209K Sell
626
-117
-16% -$37.3K 0.06% 115
2024
Q3 		$203K Sell
743
-866
-54% -$222K 0.07% 104
2024
Q2 		$414K Buy
1,609
+297
+23% +$79.5K 0.15% 63
2024
Q1 		$395K Buy
+1,312
New +$379K 0.17% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whitaker-Myers Wealth Managers's CRM Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Salesforce (CRM) in Q1 2025, closing a stake of 626 shares — an estimated $209K sold.

Whitaker-Myers Wealth Managers first reported a position in CRM in Q1 2024 and held it in 4 quarters. The position peaked at $414K in Q2 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 626 Salesforce shares in Q1 2025, an estimated $209K.
  • Whitaker-Myers Wealth Managers first reported a position in Salesforce in Q1 2024 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's Salesforce position peaked at $414K in Q2 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.