Wingate Wealth Advisors’s Salesforce CRM Stock Holding History

Wingate Wealth Advisors’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	-36	Closed	-$12K	–	169
2024 Q4	$12K	Buy	+36	New	+$11.5K	0.01%	327

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wingate Wealth Advisors's CRM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 36 shares — an estimated $12K sold.

Wingate Wealth Advisors first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $12K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Wingate Wealth Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 36 Salesforce shares in Q1 2025, an estimated $12K.
Wingate Wealth Advisors first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Salesforce position peaked at $12K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.