Brophy Wealth Management’s Salesforce CRM Stock Holding History

Brophy 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	$1.29M	Buy	+4,712	New	+$1.21M	0.46%	46

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in Salesforce (CRM) in Q3 2024: 4,712 shares worth $1.29M. The stake represents 0.46% of the portfolio and ranks #46 among its holdings.

2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Brophy Wealth Management held 4,712 shares of Salesforce worth $1.29M as of Q3 2024.
Salesforce was a new Brophy Wealth Management position in Q3 2024.
Salesforce made up 0.46% of Brophy Wealth Management's portfolio in Q3 2024, its #46 holding.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.