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CIC Wealth’s Salesforce CRM Stock Holding History

CIC Wealth’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
Q3 		$1.35M Sell
4,943
-141
-3% -$36.1K 0.35% 62
2024
Q2 		$1.31M Buy
5,084
+770
+18% +$206K 0.36% 61
2024
Q1 		$1.3M Sell
4,314
-47
-1% -$13.6K 0.38% 62
2023
Q4 		$1.15M Sell
4,361
-35
-0.8% -$7.92K 0.36% 58
2023
Q3 		$891K Buy
4,396
+90
+2% +$19.4K 0.32% 65
2023
Q2 		$910K Sell
4,306
-1
-0% -$204 0.31% 64
2023
Q1 		$860K Sell
4,307
-41
-0.9% -$6.92K 0.32% 64
2022
Q4 		$577K Buy
+4,348
New +$634K 0.24% 83

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CIC Wealth's CRM Position: Q3 2024 in Review

CIC Wealth reduced its Salesforce (CRM) stake by 2.8% in Q3 2024, selling an estimated $36.1K and leaving 4,943 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #62.

CIC Wealth first reported a position in CRM in Q4 2022 and has held it in 8 quarters since. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • CIC Wealth held 4,943 shares of Salesforce worth $1.35M as of Q3 2024.
  • CIC Wealth sold 141 Salesforce shares in Q3 2024, an estimated $36.1K.
  • Salesforce made up 0.35% of CIC Wealth's portfolio in Q3 2024, its #62 holding.
  • CIC Wealth first reported a position in Salesforce in Q4 2022 and has held it in 8 quarters since.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.