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Bison Wealth’s Salesforce CRM Stock Holding History

Bison Wealth’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 		$747K Buy
2,234
+184
+9% +$58.7K 0.16% 112
2024
Q3 		$561K Sell
2,050
-90
-4% -$23.1K 0.09% 220
2024
Q2 		$645K Hold
2,140
– – 0.1% 200
2024
Q1 		$645K Buy
2,140
+209
+11% +$60.3K 0.1% 200
2023
Q4 		$508K Buy
1,931
+71
+4% +$16.1K 0.09% 233
2023
Q3 		$377K Sell
1,860
-226
-11% -$48.8K 0.07% 268
2023
Q2 		$441K Buy
2,086
+885
+74% +$181K 0.08% 239
2023
Q1 		$244K Sell
1,201
-41
-3% -$6.92K 0.08% 217
2022
Q4 		$205K Sell
1,242
-158
-11% -$23.1K 0.07% 253
2022
Q3 		$201K Buy
1,400
+150
+12% +$25.4K 0.08% 239
2022
Q2 		$206K Sell
1,250
-464
-27% -$82K 0.12% 175
2022
Q1 		$364K Sell
1,714
-185
-10% -$39.8K 0.19% 143
2021
Q4 		$483K Sell
1,899
-86
-4% -$24.2K 0.28% 92
2021
Q3 		$538K Buy
1,985
+6
+0.3% +$1.52K 0.25% 101
2021
Q2 		$483K Buy
+1,979
New +$456K 0.21% 121
2021
Q1 		– Sell
-1,437
Closed -$320K – 469
2020
Q4 		$320K Buy
1,437
+555
+63% +$135K 0.15% 165
2020
Q3 		$222K Buy
+882
New +$193K 0.13% 164
2020
Q2 		– Sell
-5,417
Closed -$780K – 355
2020
Q1 		$780K Sell
5,417
-2,117
-28% -$363K 0.57% 52
2019
Q4 		$1.23M Sell
7,534
-2,605
-26% -$408K 0.59% 46
2019
Q3 		$1.5M Buy
10,139
+5,669
+127% +$862K 0.84% 34
2019
Q2 		$678K Buy
4,470
+718
+19% +$113K 0.4% 65
2019
Q1 		$594K Buy
3,752
+320
+9% +$49.6K 0.36% 77
2018
Q4 		$470K Sell
3,432
-34
-1% -$4.68K 0.34% 86
2018
Q3 		$551K Buy
3,466
+291
+9% +$43.2K 0.36% 84
2018
Q2 		$433K Buy
+3,175
New +$405K 0.32% 95

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

Bison Wealth's CRM Position: Q4 2024 in Review

Bison Wealth increased its Salesforce (CRM) stake by 9% in Q4 2024, buying an estimated $58.7K and bringing the position to 2,234 shares worth $747K. The position accounts for 0.16% of the portfolio, ranked #112.

Bison Wealth first reported a position in CRM in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.5M in Q3 2019. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Bison Wealth held 2,234 shares of Salesforce worth $747K as of Q4 2024.
  • Bison Wealth bought 184 Salesforce shares in Q4 2024, an estimated $58.7K.
  • Salesforce made up 0.16% of Bison Wealth's portfolio in Q4 2024, its #112 holding.
  • Bison Wealth first reported a position in Salesforce in Q2 2018 and has held it in 25 quarters since.
  • Bison Wealth's Salesforce position peaked at $1.5M in Q3 2019.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.