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Buckingham Strategic Wealth’s Salesforce CRM Stock Holding History

Buckingham Strategic 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
Q2 		$2.03M Buy
7,885
+1,229
+18% +$329K 0.02% 236
2024
Q1 		$2M Buy
6,656
+1,070
+19% +$309K 0.02% 240
2023
Q4 		$1.47M Sell
5,586
-82
-1% -$18.6K 0.02% 271
2023
Q3 		$1.15M Buy
5,668
+39
+0.7% +$8.43K 0.02% 279
2023
Q2 		$1.19M Buy
5,629
+652
+13% +$133K 0.02% 271
2023
Q1 		$660K Hold
4,977
– – 0.01% 324
2022
Q4 		$660K Sell
4,977
-280
-5% -$40.9K 0.01% 326
2022
Q3 		$756K Buy
5,257
+442
+9% +$74.9K 0.02% 292
2022
Q2 		$795K Buy
4,815
+436
+10% +$77K 0.02% 288
2022
Q1 		$930K Sell
4,379
-291
-6% -$62.6K 0.02% 265
2021
Q4 		$1.19M Buy
4,670
+486
+12% +$137K 0.02% 244
2021
Q3 		$1.14M Buy
4,184
+444
+12% +$113K 0.02% 243
2021
Q2 		$914K Buy
3,740
+148
+4% +$34.1K 0.02% 259
2021
Q1 		$761K Sell
3,592
-193
-5% -$43K 0.04% 263
2020
Q4 		$842K Buy
3,785
+557
+17% +$135K 0.04% 243
2020
Q3 		$811K Buy
3,228
+268
+9% +$58.7K 0.06% 205
2020
Q2 		$554K Sell
2,960
-1,707
-37% -$288K 0.05% 206
2020
Q1 		$672K Buy
4,667
+63
+1% +$10.8K 0.06% 217
2019
Q4 		$749K Buy
4,604
+1,605
+54% +$252K 0.07% 197
2019
Q3 		$445K Sell
2,999
-721
-19% -$110K 0.05% 254
2019
Q2 		$564K Buy
3,720
+501
+16% +$78.5K 0.06% 224
2019
Q1 		$510K Buy
3,219
+178
+6% +$27.6K 0.06% 219
2018
Q4 		$417K Buy
3,041
+318
+12% +$43.7K 0.06% 211
2018
Q3 		$433K Sell
2,723
-695
-20% -$103K 0.07% 212
2018
Q2 		$466K Buy
3,418
+260
+8% +$33.2K 0.08% 189
2018
Q1 		$367K Buy
3,158
+929
+42% +$107K 0.07% 205
2017
Q4 		$228K Sell
2,229
-51
-2% -$5.2K 0.05% 281
2017
Q3 		$213K Buy
+2,280
New +$210K 0.05% 266

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

Buckingham Strategic Wealth's CRM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Salesforce (CRM) stake by 18% in Q2 2024, buying an estimated $329K and bringing the position to 7,885 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #236.

Buckingham Strategic Wealth first reported a position in CRM in Q3 2017 and has held it in 28 quarters since. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Buckingham Strategic Wealth held 7,885 shares of Salesforce worth $2.03M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,229 Salesforce shares in Q2 2024, an estimated $329K.
  • Salesforce made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #236 holding.
  • Buckingham Strategic Wealth first reported a position in Salesforce in Q3 2017 and has held it in 28 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.