Cassady Schiller Wealth Management’s Salesforce CRM Stock Holding History

Cassady Schiller 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	$151K	Buy	453 +82	+22%	+$26.2K	0.06%	133
2024 Q3	$102K	Hold	371	–	–	0.04%	155
2024 Q2	$95.4K	Hold	371	–	–	0.04%	157
2024 Q1	$112K	Buy	371 +6	+2%	+$1.73K	0.05%	147
2023 Q4	$96K	Hold	365	–	–	0.05%	152
2023 Q3	$74K	Hold	365	–	–	0.04%	163
2023 Q2	$77.1K	Buy	365 +31	+9%	+$6.33K	0.04%	165
2023 Q1	$66.7K	Hold	334	–	–	0.03%	177
2022 Q4	$44.3K	Buy	+334	New	+$48.7K	0.03%	206
2022 Q1	–	Sell	-352	Closed	-$89K	–	215
2021 Q4	$89K	Buy	+352	New	+$98.9K	0.05%	144

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cassady Schiller Wealth Management's CRM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Salesforce (CRM) stake by 22% in Q4 2024, buying an estimated $26.2K and bringing the position to 453 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #133.

Cassady Schiller Wealth Management first reported a position in CRM in Q4 2021 and has held it in 10 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Cassady Schiller Wealth Management held 453 shares of Salesforce worth $151K as of Q4 2024.
Cassady Schiller Wealth Management bought 82 Salesforce shares in Q4 2024, an estimated $26.2K.
Salesforce made up 0.06% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #133 holding.
Cassady Schiller Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 10 quarters since.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.