BWM
CRM icon

BNC Wealth Management’s Salesforce CRM Stock Holding History

BNC 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
Q3 		– Sell
-17,374
Closed -$4.47M – 97
2024
Q2 		$4.47M Buy
17,374
+2,701
+18% +$723K 1.66% 19
2024
Q1 		$4.42M Buy
14,673
+512
+4% +$148K 1.89% 17
2023
Q4 		$3.73M Buy
14,161
+3,514
+33% +$795K 1.76% 17
2023
Q3 		$2.16M Buy
+10,647
New +$2.3M 1.16% 33
2022
Q2 		– Sell
-8,420
Closed -$1.79M – 115
2022
Q1 		$1.79M Sell
8,420
-534
-6% -$115K 0.88% 34
2021
Q4 		$2.27M Buy
8,954
+929
+12% +$261K 1.08% 29
2021
Q3 		$2.18M Buy
8,025
+167
+2% +$42.4K 1.29% 27
2021
Q2 		$1.92M Buy
7,858
+257
+3% +$59.2K 1.16% 28
2021
Q1 		$1.61M Buy
7,601
+245
+3% +$54.5K 1.14% 28
2020
Q4 		$1.64M Sell
7,356
-1,766
-19% -$429K 1.03% 29
2020
Q3 		$2.29M Buy
+9,122
New +$2M 1.61% 14

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

BNC Wealth Management's CRM Position: Q3 2024 in Review

BNC Wealth Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 17,374 shares — an estimated $4.47M sold.

BNC Wealth Management first reported a position in CRM in Q3 2020 and held it in 11 quarters. The position peaked at $4.47M in Q2 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • BNC Wealth Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • BNC Wealth Management sold 17,374 Salesforce shares in Q3 2024, an estimated $4.47M.
  • BNC Wealth Management first reported a position in Salesforce in Q3 2020 and held it in 11 quarters.
  • BNC Wealth Management's Salesforce position peaked at $4.47M in Q2 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on BNC Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.