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Criterion Capital Advisors’s Salesforce CRM Stock Holding History

Criterion Capital 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 		$10.8K Hold
42
– – 0.01% 245
2024
Q3 		$10.8K Hold
42
– – 0.01% 245
2024
Q2 		$10.8K Hold
42
– – 0.01% 245
2024
Q1 		$12.7K Hold
42
– – 0.01% 238
2023
Q4 		$11.1K Buy
+42
New +$9.51K 0.01% 257

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

Criterion Capital Advisors's CRM Position: Q4 2024 in Review

Criterion Capital Advisors held its Salesforce (CRM) position steady in Q4 2024 at 42 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #245.

Criterion Capital Advisors first reported a position in CRM in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.7K in Q1 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Criterion Capital Advisors held 42 shares of Salesforce worth $10.8K as of Q4 2024.
  • Criterion Capital Advisors left its Salesforce share count unchanged in Q4 2024.
  • Salesforce made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #245 holding.
  • Criterion Capital Advisors first reported a position in Salesforce in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Salesforce position peaked at $12.7K in Q1 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.