AWA
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Alta Wealth Advisors’s Salesforce CRM Stock Holding History

Alta 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
Q3 		– Sell
-4,999
Closed -$1.36M – 163
2025
Q2 		$1.36M Sell
4,999
-62
-1% -$16.6K 0.64% 38
2025
Q1 		$1.36M Hold
5,061
– – 0.62% 38
2024
Q4 		$1.69M Buy
5,061
+5
+0.1% +$1.6K 0.74% 31
2024
Q3 		$1.38M Sell
5,056
-403
-7% -$103K 0.63% 37
2024
Q2 		$1.4M Hold
5,459
– – 0.7% 35
2024
Q1 		$1.64M Sell
5,459
-70
-1% -$20.2K 0.84% 28
2023
Q4 		$1.45M Sell
5,529
-82
-1% -$18.6K 0.81% 30
2023
Q3 		$1.14M Hold
5,611
– – 0.7% 40
2023
Q2 		$1.19M Sell
5,611
-83
-1% -$16.9K 0.7% 41
2023
Q1 		$1.14M Hold
5,694
– – 0.72% 35
2022
Q4 		$755K Hold
5,694
– – 0.51% 61
2022
Q3 		$819K Sell
5,694
-122
-2% -$20.7K 0.59% 45
2022
Q2 		$963K Sell
5,816
-81
-1% -$14.3K 0.67% 41
2022
Q1 		$1.25M Buy
5,897
+537
+10% +$116K 0.74% 35
2021
Q4 		$1.36M Buy
5,360
+850
+19% +$239K 0.84% 30
2021
Q3 		$1.22M Hold
4,510
– – 0.89% 28
2021
Q2 		$1.1M Hold
4,510
– – 0.81% 38
2021
Q1 		$956K Buy
4,510
+15
+0.3% +$3.34K 0.8% 41
2020
Q4 		$1M Buy
+4,495
New +$1.09M 0.84% 35

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return