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Axiom Advisory’s Salesforce CRM Stock Holding History

Axiom Advisory’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 		$1.61M Buy
6,272
+96
+2% +$24.6K 0.02% 130
2024
Q2 		$1.65M Buy
+6,176
New +$1.65M 0.02% 121

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

Axiom Advisory's CRM Position: Q3 2024 in Review

Axiom Advisory increased its Salesforce (CRM) stake by 1.6% in Q3 2024, buying an estimated $24.6K and bringing the position to 6,272 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #130.

Axiom Advisory first reported a position in CRM in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.65M in Q2 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Axiom Advisory held 6,272 shares of Salesforce worth $1.61M as of Q3 2024.
  • Axiom Advisory bought 96 Salesforce shares in Q3 2024, an estimated $24.6K.
  • Salesforce made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #130 holding.
  • Axiom Advisory first reported a position in Salesforce in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Salesforce position peaked at $1.65M in Q2 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.