CWM
CRM icon

Campbell Wealth Management’s Salesforce CRM Stock Holding History

Campbell 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
2024
Q4 		$258K Buy
+771
New +$246K 0.02% 79
2024
Q3 		– Sell
-871
Closed -$224K – 72
2024
Q2 		$224K Buy
871
+200
+30% +$53.5K 0.07% 43
2024
Q1 		$202K Buy
+671
New +$194K 0.02% 91
2020
Q3 		– Sell
-345
Closed -$65K – 120
2020
Q2 		$65K Buy
+345
New +$58.1K 0.01% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Campbell Wealth Management's CRM Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Salesforce (CRM) in Q4 2024: 771 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #79 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in CRM as recently as Q2 2024.

Campbell Wealth Management first reported a position in CRM in Q2 2020 and has held it in 4 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Campbell Wealth Management held 771 shares of Salesforce worth $258K as of Q4 2024.
  • Salesforce was a new Campbell Wealth Management position in Q4 2024.
  • Salesforce made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #79 holding.
  • Campbell Wealth Management first reported a position in Salesforce in Q2 2020 and has held it in 4 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.