Claris Advisors’s Salesforce CRM Stock Holding History

Claris Advisors’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	–	Sell	-18	Closed	-$4.93K	–	310
2024 Q3	$4.93K	Buy	+18	New	+$4.61K	﹤0.01%	271

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

Claris Advisors's CRM Position: Q4 2024 in Review

Claris Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 18 shares — an estimated $4.93K sold.

Claris Advisors first reported a position in CRM in Q3 2024 and held it in 1 quarter. The position peaked at $4.93K in Q3 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Claris Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 18 Salesforce shares in Q4 2024, an estimated $4.93K.
Claris Advisors first reported a position in Salesforce in Q3 2024 and held it in 1 quarter.
Claris Advisors's Salesforce position peaked at $4.93K in Q3 2024.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.