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9258 Wealth Management’s Salesforce CRM Stock Holding History

9258 Wealth 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
2024
Q3 		$1.89M Sell
6,890
-406
-6% -$104K 0.28% 72
2024
Q2 		$1.88M Buy
7,296
+83
+1% +$22.2K 0.29% 68
2024
Q1 		$2.17M Buy
7,213
+730
+11% +$211K 0.34% 58
2023
Q4 		$1.71M Buy
6,483
+1,253
+24% +$284K 0.3% 67
2023
Q3 		$1.06M Buy
5,230
+222
+4% +$48K 0.21% 93
2023
Q2 		$1.06M Buy
5,008
+339
+7% +$69.2K 0.2% 94
2023
Q1 		$933K Sell
4,669
-163
-3% -$27.5K 0.19% 100
2022
Q4 		$641K Sell
4,832
-102
-2% -$14.9K 0.14% 141
2022
Q3 		$710K Sell
4,934
-588
-11% -$99.7K 0.18% 118
2022
Q2 		$911K Buy
5,522
+1,006
+22% +$178K 0.23% 102
2022
Q1 		$959K Buy
4,516
+129
+3% +$27.8K 0.22% 107
2021
Q4 		$1.11M Buy
4,387
+764
+21% +$215K 0.26% 84
2021
Q3 		$983K Buy
3,623
+912
+34% +$232K 0.26% 86
2021
Q2 		$662K Sell
2,711
-221
-8% -$50.9K 0.18% 140
2021
Q1 		$621K Sell
2,932
-292
-9% -$65K 0.19% 134
2020
Q4 		$717K Buy
3,224
+509
+19% +$124K 0.23% 107
2020
Q3 		$631K Sell
2,715
-923
-25% -$202K 0.24% 104
2020
Q2 		$682K Buy
3,638
+219
+6% +$36.9K 0.28% 99
2020
Q1 		$539K Buy
3,419
+522
+18% +$89.5K 0.24% 122
2019
Q4 		$471K Buy
2,897
+814
+39% +$128K 0.17% 150
2019
Q3 		$309K Buy
2,083
+52
+3% +$7.9K 0.24% 128
2019
Q2 		$308K Buy
2,031
+649
+47% +$102K 0.25% 125
2019
Q1 		$219K Buy
+1,382
New +$214K 0.19% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

9258 Wealth Management's CRM Position: Q3 2024 in Review

9258 Wealth Management reduced its Salesforce (CRM) stake by 5.6% in Q3 2024, selling an estimated $104K and leaving 6,890 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #72.

9258 Wealth Management first reported a position in CRM in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.17M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • 9258 Wealth Management held 6,890 shares of Salesforce worth $1.89M as of Q3 2024.
  • 9258 Wealth Management sold 406 Salesforce shares in Q3 2024, an estimated $104K.
  • Salesforce made up 0.28% of 9258 Wealth Management's portfolio in Q3 2024, its #72 holding.
  • 9258 Wealth Management first reported a position in Salesforce in Q1 2019 and has held it in 23 quarters since.
  • 9258 Wealth Management's Salesforce position peaked at $2.17M in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.