Argent Financial Group’s Salesforce CRM Stock Holding History

Argent Financial Group’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	$1.84M	Buy	+6,708	New	+$1.72M	0.22%	111

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Argent Financial Group's CRM Position: Q3 2024 in Review

Argent Financial Group opened a new position in Salesforce (CRM) in Q3 2024: 6,708 shares worth $1.84M. The stake represents 0.22% of the portfolio and ranks #111 among its holdings.

2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Argent Financial Group held 6,708 shares of Salesforce worth $1.84M as of Q3 2024.
Salesforce was a new Argent Financial Group position in Q3 2024.
Salesforce made up 0.22% of Argent Financial Group's portfolio in Q3 2024, its #111 holding.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.