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Balboa Wealth Partners’s Salesforce CRM Stock Holding History

Balboa Wealth Partners’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
2026
Q1 		– Sell
-1,011
Closed -$268K – 461
2025
Q4 		$268K Sell
1,011
-32
-3% -$7.95K 0.04% 315
2025
Q3 		$247K Sell
1,043
-243
-19% -$61.3K 0.04% 312
2025
Q2 		$351K Sell
1,286
-199
-13% -$53.2K 0.07% 219
2025
Q1 		$399K Sell
1,485
-248
-14% -$77.1K 0.1% 153
2024
Q4 		$579K Buy
1,733
+410
+31% +$131K 0.13% 124
2024
Q3 		$362K Sell
1,323
-1,239
-48% -$317K 0.09% 172
2024
Q2 		$659K Buy
2,562
+1,044
+69% +$279K 0.17% 105
2024
Q1 		$457K Buy
1,518
+137
+10% +$39.5K 0.13% 126
2023
Q4 		$363K Buy
1,381
+174
+14% +$39.4K 0.12% 138
2023
Q3 		$245K Sell
1,207
-482
-29% -$104K 0.09% 186
2023
Q2 		$357K Buy
1,689
+594
+54% +$121K 0.12% 144
2023
Q1 		$219K Buy
+1,095
New +$185K 0.08% 209

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return