Able Wealth Management’s Salesforce CRM Stock Holding History

Able 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 Q1	–	Sell	-265	Closed	-$69.7K	–	172
2023 Q4	$69.7K	Buy	+265	New	+$60K	0.06%	115

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

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

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

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

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

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

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

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

Able Wealth Management's CRM Position: Q1 2024 in Review

Able Wealth Management sold out of Salesforce (CRM) in Q1 2024, closing a stake of 265 shares — an estimated $69.7K sold.

Able Wealth Management first reported a position in CRM in Q4 2023 and held it in 1 quarter. The position peaked at $69.7K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Able Wealth Management reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 265 Salesforce shares in Q1 2024, an estimated $69.7K.
Able Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Salesforce position peaked at $69.7K in Q4 2023.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.