WMG Financial Advisors’s Salesforce CRM Stock Holding History

WMG Financial 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 Q4	–	Sell	-1,061	Closed	-$251K	–	120
2025 Q3	$251K	Sell	1,061 -68	-6%	-$17.1K	0.08%	165
2025 Q2	$308K	Buy	1,129 +9	+0.8%	+$2.41K	0.11%	124
2025 Q1	$301K	Buy	1,120 +14	+1%	+$4.35K	0.13%	110
2024 Q4	$370K	Buy	1,106 +26	+2%	+$8.3K	0.16%	95
2024 Q3	$296K	Sell	1,080 -4	-0.4%	-$1.02K	0.13%	114
2024 Q2	$279K	Buy	+1,084	New	+$290K	0.15%	104
2022 Q1	–	Sell	-1,169	Closed	-$297K	–	176
2021 Q4	$297K	Buy	+1,169	New	+$328K	0.23%	117

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

WMG Financial Advisors's CRM Position: Q4 2025 in Review

WMG Financial Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,061 shares — an estimated $251K sold.

WMG Financial Advisors first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $370K in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

WMG Financial Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 1,061 Salesforce shares in Q4 2025, an estimated $251K.
WMG Financial Advisors first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
WMG Financial Advisors's Salesforce position peaked at $370K in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.