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Bright Futures Wealth Management’s Salesforce CRM Stock Holding History

Bright Futures 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
Q4 		– Sell
-2,530
Closed -$750K – 147
2024
Q3 		$750K Sell
2,530
-128
-5% -$32.8K 0.36% 90
2024
Q2 		$648K Buy
2,658
+735
+38% +$197K 0.35% 84
2024
Q1 		$486K Buy
+1,923
New +$555K 0.26% 106

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

Bright Futures Wealth Management's CRM Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 2,530 shares — an estimated $750K sold.

Bright Futures Wealth Management first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $750K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,530 Salesforce shares in Q4 2024, an estimated $750K.
  • Bright Futures Wealth Management first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Salesforce position peaked at $750K in Q3 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.