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Copperwynd Financial’s Salesforce CRM Stock Holding History

Copperwynd Financial’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
-3,641
Closed -$996K – 139
2024
Q3 		$996K Buy
3,641
+444
+14% +$114K 0.3% 60
2024
Q2 		$827K Buy
3,197
+599
+23% +$160K 0.27% 69
2024
Q1 		$782K Buy
2,598
+112
+5% +$32.3K 0.28% 62
2023
Q4 		$654K Buy
2,486
+81
+3% +$18.3K 0.26% 75
2023
Q3 		$488K Sell
2,405
-468
-16% -$101K 0.23% 88
2023
Q2 		$607K Sell
2,873
-9,865
-77% -$2.01M 0.28% 81
2023
Q1 		$2.54M Buy
12,738
+10,322
+427% +$1.74M 1.3% 13
2022
Q4 		$320K Sell
2,416
-247
-9% -$36K 0.18% 107
2022
Q3 		$383K Sell
2,663
-65
-2% -$11K 0.22% 95
2022
Q2 		$450K Sell
2,728
-321
-11% -$56.7K 0.26% 88
2022
Q1 		$647K Buy
3,049
+240
+9% +$51.7K 0.27% 79
2021
Q4 		$714K Buy
2,809
+198
+8% +$55.6K 0.27% 67
2021
Q3 		$708K Buy
2,611
+281
+12% +$71.4K 0.29% 61
2021
Q2 		$569K Buy
2,330
+339
+17% +$78.1K 0.24% 83
2021
Q1 		$422K Buy
1,991
+516
+35% +$115K 0.19% 102
2020
Q4 		$328K Sell
1,475
-111
-7% -$27K 0.16% 103
2020
Q3 		$399K Buy
1,586
+420
+36% +$91.9K 0.21% 79
2020
Q2 		$218K Buy
+1,166
New +$196K 0.12% 96

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Copperwynd Financial's CRM Position: Q4 2024 in Review

Copperwynd Financial sold out of Salesforce (CRM) in Q4 2024, closing a stake of 3,641 shares — an estimated $996K sold.

Copperwynd Financial first reported a position in CRM in Q2 2020 and held it in 18 quarters. The position peaked at $2.54M in Q1 2023. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Copperwynd Financial reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Copperwynd Financial sold 3,641 Salesforce shares in Q4 2024, an estimated $996K.
  • Copperwynd Financial first reported a position in Salesforce in Q2 2020 and held it in 18 quarters.
  • Copperwynd Financial's Salesforce position peaked at $2.54M in Q1 2023.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.