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Curi Wealth Management’s Salesforce CRM Stock Holding History

Curi 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
2023
Q3 		– Sell
-1,269
Closed -$268K – 158
2023
Q2 		$268K Sell
1,269
-20
-2% -$4.08K 0.04% 139
2023
Q1 		$258K Buy
+1,289
New +$218K 0.04% 140
2022
Q3 		– Sell
-1,279
Closed -$211K – 300
2022
Q2 		$211K Buy
1,279
+105
+9% +$18.6K 0.04% 109
2022
Q1 		$249K Buy
1,174
+916
+355% +$197K 0.04% 103
2021
Q4 		$65K Buy
+258
New +$72.5K 0.01% 173
2021
Q1 		– Sell
-163
Closed -$36K – 184
2020
Q4 		$36K Buy
+163
New +$39.6K 0.03% 169

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $336B AUM 34.66% 1-Year Est. Return

Curi Wealth Management's CRM Position: Q3 2023 in Review

Curi Wealth Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,269 shares — an estimated $268K sold.

Curi Wealth Management first reported a position in CRM in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q2 2023. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Curi Wealth Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Curi Wealth Management sold 1,269 Salesforce shares in Q3 2023, an estimated $268K.
  • Curi Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's Salesforce position peaked at $268K in Q2 2023.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Curi Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.