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Cedar Brook Financial Partners’s Salesforce CRM Stock Holding History

Cedar Brook Financial Partners’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
-1,482
Closed -$446K – 93
2024
Q1 		$446K Buy
1,482
+6
+0.4% +$1.73K 0.09% 225
2023
Q4 		$401K Buy
+1,476
New +$334K 0.09% 229
2022
Q1 		– Sell
-901
Closed -$229K – 383
2021
Q4 		$229K Buy
901
+138
+18% +$38.8K 0.06% 332
2021
Q3 		$207K Buy
+763
New +$194K 0.06% 326
2021
Q1 		– Sell
-1,160
Closed -$258K – 324
2020
Q4 		$258K Sell
1,160
-418
-26% -$102K 0.09% 245
2020
Q3 		$397K Sell
1,578
-230
-13% -$50.3K 0.16% 162
2020
Q2 		$339K Sell
1,808
-3
-0.2% -$505 0.15% 174
2020
Q1 		$261K Buy
1,811
+512
+39% +$87.8K 0.14% 185
2019
Q4 		$211K Sell
1,299
-273
-17% -$42.8K 0.09% 263
2019
Q3 		$233K Buy
1,572
+182
+13% +$27.7K 0.1% 245
2019
Q2 		$211K Buy
1,390
+110
+9% +$17.2K 0.1% 275
2019
Q1 		$203K Buy
+1,280
New +$198K 0.1% 270

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

Cedar Brook Financial Partners's CRM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,482 shares — an estimated $446K sold.

Cedar Brook Financial Partners first reported a position in CRM in Q1 2019 and held it in 12 quarters. The position peaked at $446K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,482 Salesforce shares in Q2 2024, an estimated $446K.
  • Cedar Brook Financial Partners first reported a position in Salesforce in Q1 2019 and held it in 12 quarters.
  • Cedar Brook Financial Partners's Salesforce position peaked at $446K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.