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C2C Wealth Management’s Salesforce CRM Stock Holding History

C2C 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
2023
Q3 		– Sell
-973
Closed -$223K – 236
2023
Q2 		$223K Buy
+973
New +$199K 0.03% 226
2022
Q3 		– Sell
-1,954
Closed -$340K – 177
2022
Q2 		$340K Sell
1,954
-182
-9% -$32.2K 0.06% 132
2022
Q1 		$403K Sell
2,136
-535
-20% -$115K 0.07% 134
2021
Q4 		$679K Buy
+2,671
New +$751K 0.1% 109

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

C2C Wealth Management's CRM Position: Q3 2023 in Review

C2C Wealth Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 973 shares — an estimated $223K sold.

C2C Wealth Management first reported a position in CRM in Q4 2021 and held it in 4 quarters. The position peaked at $679K in Q4 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • C2C Wealth Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 973 Salesforce shares in Q3 2023, an estimated $223K.
  • C2C Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 4 quarters.
  • C2C Wealth Management's Salesforce position peaked at $679K in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.