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Baystate Wealth Management’s Salesforce CRM Stock Holding History

Baystate 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
2023
Q4 		$2.76M Buy
10,481
+24
+0.2% +$5.43K 0.2% 46
2023
Q3 		$2.12M Buy
10,457
+1,332
+15% +$288K 0.17% 52
2023
Q2 		$1.93M Sell
9,125
-185
-2% -$37.8K 0.16% 55
2023
Q1 		$1.86M Buy
9,310
+2,081
+29% +$352K 0.16% 57
2022
Q4 		$958K Sell
7,229
-1,857
-20% -$271K 0.09% 102
2022
Q3 		$1.31M Buy
9,086
+25
+0.3% +$4.24K 0.13% 65
2022
Q2 		$1.5M Sell
9,061
-2,137
-19% -$378K 0.15% 57
2022
Q1 		$2.38M Buy
11,198
+10,475
+1,449% +$2.25M 0.21% 39
2021
Q4 		$184K Buy
723
+78
+12% +$21.9K 0.02% 185
2021
Q3 		$175K Sell
645
-16
-2% -$4.06K 0.02% 161
2021
Q2 		$161K Hold
661
– – 0.02% 161
2021
Q1 		$140K Buy
661
+81
+14% +$18K 0.01% 165
2020
Q4 		$129K Buy
580
+21
+4% +$5.11K 0.01% 151
2020
Q3 		$140K Sell
559
-559
-50% -$122K 0.02% 137
2020
Q2 		$209K Buy
1,118
+103
+10% +$17.4K 0.02% 110
2020
Q1 		$146K Hold
1,015
– – 0.02% 115
2019
Q4 		$165K Hold
1,015
– – 0.02% 127
2019
Q3 		$151K Sell
1,015
-300
-23% -$45.6K 0.02% 121
2019
Q2 		$203K Hold
1,315
– – 0.03% 106
2019
Q1 		$210K Sell
1,315
-22
-2% -$3.41K 0.03% 105
2018
Q4 		$204K Buy
1,337
+893
+201% +$123K 0.03% 98
2018
Q3 		$61K Buy
444
+300
+208% +$44.5K 0.01% 174
2018
Q2 		$21K Buy
144
+50
+53% +$6.38K ﹤0.01% 280
2018
Q1 		$11K Buy
94
+10
+12% +$1.15K ﹤0.01% 346
2017
Q4 		$9K Hold
84
– – ﹤0.01% 379
2017
Q3 		$8K Hold
84
– – ﹤0.01% 366
2017
Q2 		$8K Hold
84
– – ﹤0.01% 368
2017
Q1 		$7K Buy
84
+40
+91% +$3.19K ﹤0.01% 361
2016
Q4 		$3K Buy
+44
New +$3.19K ﹤0.01% 386

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baystate Wealth Management's CRM Position: Q4 2023 in Review

Baystate Wealth Management increased its Salesforce (CRM) stake by 0.23% in Q4 2023, buying an estimated $5.43K and bringing the position to 10,481 shares worth $2.76M. The position accounts for 0.2% of the portfolio, ranked #46.

Baystate Wealth Management first reported a position in CRM in Q4 2016 and has held it in 29 quarters since. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Baystate Wealth Management held 10,481 shares of Salesforce worth $2.76M as of Q4 2023.
  • Baystate Wealth Management bought 24 Salesforce shares in Q4 2023, an estimated $5.43K.
  • Salesforce made up 0.2% of Baystate Wealth Management's portfolio in Q4 2023, its #46 holding.
  • Baystate Wealth Management first reported a position in Salesforce in Q4 2016 and has held it in 29 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.