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Avitas Wealth Management’s Salesforce CRM Stock Holding History

Avitas 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
Q4 		$860K Sell
2,572
-79
-3% -$25.2K 0.12% 140
2024
Q3 		$726K Sell
2,651
-204
-7% -$52.3K 0.1% 148
2024
Q2 		$734K Sell
2,855
-153
-5% -$40.9K 0.11% 152
2024
Q1 		$906K Sell
3,008
-40
-1% -$11.5K 0.14% 145
2023
Q4 		$802K Sell
3,048
-21
-0.7% -$4.75K 0.13% 141
2023
Q3 		$622K Sell
3,069
-1,054
-26% -$228K 0.12% 147
2023
Q2 		$871K Sell
4,123
-59
-1% -$12K 0.16% 133
2023
Q1 		$835K Buy
4,182
+851
+26% +$144K 0.16% 135
2022
Q4 		$442K Buy
3,331
+36
+1% +$5.25K 0.09% 151
2022
Q3 		$474K Buy
3,295
+12
+0.4% +$2.04K 0.11% 138
2022
Q2 		$542K Sell
3,283
-1,435
-30% -$254K 0.12% 142
2022
Q1 		$1M Sell
4,718
-8,701
-65% -$1.87M 0.18% 126
2021
Q4 		$3.41M Buy
13,419
+2,640
+24% +$742K 0.57% 69
2021
Q3 		$2.92M Sell
10,779
-113
-1% -$28.7K 0.53% 74
2021
Q2 		$2.66M Buy
10,892
+2,290
+27% +$528K 0.47% 80
2021
Q1 		$1.82M Buy
8,602
+2,737
+47% +$609K 0.36% 105
2020
Q4 		$1.3M Buy
5,865
+2,684
+84% +$653K 0.26% 124
2020
Q3 		$799K Buy
3,181
+127
+4% +$27.8K 0.22% 121
2020
Q2 		$572K Sell
3,054
-29
-0.9% -$4.89K 0.19% 128
2020
Q1 		$444K Sell
3,083
-5,348
-63% -$917K 0.2% 103
2019
Q4 		$1.37M Sell
8,431
-13
-0.2% -$2.04K 0.35% 98
2019
Q3 		$1.25M Buy
8,444
+50
+0.6% +$7.6K 0.35% 97
2019
Q2 		$1.27M Sell
8,394
-216
-3% -$33.9K 0.35% 99
2019
Q1 		$1.36M Sell
8,610
-536
-6% -$83.1K 0.4% 93
2018
Q4 		$1.25M Buy
9,146
+1,727
+23% +$238K 0.41% 92
2018
Q3 		$1.18M Buy
7,419
+604
+9% +$89.6K 0.34% 103
2018
Q2 		$930K Buy
+6,815
New +$869K 0.29% 110

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avitas Wealth Management's CRM Position: Q4 2024 in Review

Avitas Wealth Management reduced its Salesforce (CRM) stake by 3% in Q4 2024, selling an estimated $25.2K and leaving 2,572 shares worth $860K. The position accounts for 0.12% of the portfolio, ranked #140.

Avitas Wealth Management first reported a position in CRM in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.41M in Q4 2021. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Avitas Wealth Management held 2,572 shares of Salesforce worth $860K as of Q4 2024.
  • Avitas Wealth Management sold 79 Salesforce shares in Q4 2024, an estimated $25.2K.
  • Salesforce made up 0.12% of Avitas Wealth Management's portfolio in Q4 2024, its #140 holding.
  • Avitas Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Salesforce position peaked at $3.41M in Q4 2021.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.