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Buck Wealth Strategies’s Salesforce CRM Stock Holding History

Buck Wealth Strategies’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 		– Sell
-29
Closed -$5.88K – 118
2023
Q3 		$5.88K Hold
29
– – ﹤0.01% 228
2023
Q2 		$6.13K Sell
29
-30
-51% -$6.12K ﹤0.01% 175
2023
Q1 		$11.8K Buy
+59
New +$9.97K 0.01% 103

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

Buck Wealth Strategies's CRM Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Salesforce (CRM) in Q4 2023, closing a stake of 29 shares — an estimated $5.88K sold.

Buck Wealth Strategies first reported a position in CRM in Q1 2023 and held it in 3 quarters. The position peaked at $11.8K in Q1 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 29 Salesforce shares in Q4 2023, an estimated $5.88K.
  • Buck Wealth Strategies first reported a position in Salesforce in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Salesforce position peaked at $11.8K in Q1 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.