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Caliber Wealth Management (Utah)’s Salesforce CRM Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$3.57M Sell
11,857
-307
-3% -$88.6K 1.9% 12
2023
Q4 		$3.2M Buy
12,164
+112
+0.9% +$25.3K 1.88% 15
2023
Q3 		$2.44M Buy
12,052
+304
+3% +$65.7K 1.64% 19
2023
Q2 		$2.48M Buy
11,748
+231
+2% +$47.2K 1.66% 17
2023
Q1 		$2.3M Buy
11,517
+2,018
+21% +$341K 1.72% 14
2022
Q4 		$1.26M Sell
9,499
-894
-9% -$130K 0.96% 46
2022
Q3 		$1.5M Buy
10,393
+352
+4% +$59.7K 1.18% 39
2022
Q2 		$1.66M Sell
10,041
-626
-6% -$111K 1.29% 36
2022
Q1 		$2.27M Buy
10,667
+964
+10% +$207K 1.45% 33
2021
Q4 		$2.24M Buy
9,703
+1,927
+25% +$541K 1.55% 25
2021
Q3 		$2.27M Buy
7,776
+211
+3% +$53.6K 1.6% 16
2021
Q2 		$1.85M Buy
7,565
+241
+3% +$55.5K 1.31% 26
2021
Q1 		$1.55M Buy
7,324
+695
+10% +$155K 1.13% 35
2020
Q4 		$1.48M Buy
+6,629
New +$1.61M 1.45% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caliber Wealth Management (Utah)'s CRM Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Salesforce (CRM) stake by 2.5% in Q1 2024, selling an estimated $88.6K and leaving 11,857 shares worth $3.57M. The position accounts for 1.9% of the portfolio, ranked #12.

Caliber Wealth Management (Utah) first reported a position in CRM in Q4 2020 and has held it in 14 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Caliber Wealth Management (Utah) held 11,857 shares of Salesforce worth $3.57M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 307 Salesforce shares in Q1 2024, an estimated $88.6K.
  • Salesforce made up 1.9% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #12 holding.
  • Caliber Wealth Management (Utah) first reported a position in Salesforce in Q4 2020 and has held it in 14 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.