CWM
CRM icon

Circle Wealth Management’s Salesforce CRM Stock Holding History

Circle 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
Q2 		– Sell
-810
Closed -$244K – 216
2024
Q1 		$244K Sell
810
-1,779
-69% -$513K 0.01% 182
2023
Q4 		$681K Buy
2,589
+146
+6% +$33K 0.02% 117
2023
Q3 		$495K Buy
2,443
+63
+3% +$13.6K 0.01% 133
2023
Q2 		$503K Sell
2,380
-8
-0.3% -$1.63K 0.07% 98
2023
Q1 		$477K Buy
2,388
+9
+0.4% +$1.52K 0.07% 103
2022
Q4 		$315K Buy
+2,379
New +$347K 0.05% 134
2022
Q1 		– Sell
-1,098
Closed -$279K – 188
2021
Q4 		$279K Sell
1,098
-109
-9% -$30.6K 0.04% 170
2021
Q3 		$327K Buy
1,207
+98
+9% +$24.9K 0.05% 144
2021
Q2 		$271K Hold
1,109
– – 0.04% 161
2021
Q1 		$235K Sell
1,109
-78
-7% -$17.4K 0.04% 156
2020
Q4 		$264K Hold
1,187
– – 0.04% 202
2020
Q3 		$298K Sell
1,187
-76
-6% -$16.6K 0.05% 155
2020
Q2 		$237K Sell
1,263
-620
-33% -$104K 0.04% 175
2020
Q1 		$271K Buy
1,883
+183
+11% +$31.4K 0.05% 154
2019
Q4 		$276K Sell
1,700
-106
-6% -$16.6K 0.05% 144
2019
Q3 		$268K Buy
1,806
+246
+16% +$37.4K 0.06% 140
2019
Q2 		$237K Buy
+1,560
New +$244K 0.05% 138

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

Circle Wealth Management's CRM Position: Q2 2024 in Review

Circle Wealth Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 810 shares — an estimated $244K sold.

Circle Wealth Management first reported a position in CRM in Q2 2019 and held it in 17 quarters. The position peaked at $681K in Q4 2023. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Circle Wealth Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Circle Wealth Management sold 810 Salesforce shares in Q2 2024, an estimated $244K.
  • Circle Wealth Management first reported a position in Salesforce in Q2 2019 and held it in 17 quarters.
  • Circle Wealth Management's Salesforce position peaked at $681K in Q4 2023.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Circle Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.