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Camarda Financial Advisors’s Salesforce CRM Stock Holding History

Camarda Financial Advisors’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 		– Sell
-7,350
Closed -$2.21M – 80
2024
Q1 		$2.21M Sell
7,350
-250
-3% -$72.1K 0.89% 29
2023
Q4 		$2M Buy
7,600
+358
+5% +$81K 0.86% 28
2023
Q3 		$1.47M Buy
7,242
+674
+10% +$146K 0.95% 39
2023
Q2 		$1.39M Buy
+6,568
New +$1.34M 0.69% 48
2019
Q3 		– Sell
-108
Closed -$16K – 129
2019
Q2 		$16K Sell
108
-40
-27% -$6.27K 0.03% 133
2019
Q1 		$23K Buy
+148
New +$22.9K 0.04% 124
2017
Q1 		– Sell
-330
Closed -$23K – 193
2016
Q4 		$23K Buy
330
+30
+10% +$2.18K 0.02% 152
2016
Q3 		$21K Sell
300
-575
-66% -$44.8K 0.01% 140
2016
Q2 		$69K Buy
875
+575
+192% +$45.1K 0.04% 121
2016
Q1 		$22K Sell
300
-1,890
-86% -$130K 0.01% 164
2015
Q4 		$172K Buy
2,190
+1,890
+630% +$148K 0.11% 111
2015
Q3 		$21K Buy
+300
New +$21.3K 0.01% 122

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

Camarda Financial Advisors's CRM Position: Q2 2024 in Review

Camarda Financial Advisors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 7,350 shares — an estimated $2.21M sold.

Camarda Financial Advisors first reported a position in CRM in Q3 2015 and held it in 12 quarters. The position peaked at $2.21M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Camarda Financial Advisors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Camarda Financial Advisors sold 7,350 Salesforce shares in Q2 2024, an estimated $2.21M.
  • Camarda Financial Advisors first reported a position in Salesforce in Q3 2015 and held it in 12 quarters.
  • Camarda Financial Advisors's Salesforce position peaked at $2.21M in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Camarda Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.