Dorchester Wealth Management’s Salesforce CRM Stock Holding History

Dorchester 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 Q4	$468K	Hold	1,400	–	–	0.09%	97
2024 Q3	$383K	Hold	1,400	–	–	0.07%	117
2024 Q2	$360K	Hold	1,400	–	–	0.07%	116
2024 Q1	$422K	Hold	1,400	–	–	0.08%	117
2023 Q4	$368K	Hold	1,400	–	–	0.07%	116
2023 Q3	$284K	Hold	1,400	–	–	0.06%	128
2023 Q2	$296K	Hold	1,400	–	–	0.06%	119
2023 Q1	$280K	Buy	+1,400	New	+$236K	0.06%	126
2022 Q4	–	Sell	-1,400	Closed	-$201K	–	147
2022 Q3	$201K	Hold	1,400	–	–	0.04%	145
2022 Q2	$231K	Buy	1,400 +600	+75%	+$106K	0.05%	138
2022 Q1	$212K	Sell	800 -135	-14%	-$29.1K	0.03%	155
2021 Q4	$238K	Buy	+935	New	+$263K	0.05%	134

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

Dorchester Wealth Management's CRM Position: Q4 2024 in Review

Dorchester Wealth Management held its Salesforce (CRM) position steady in Q4 2024 at 1,400 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #97.

Dorchester Wealth Management first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Dorchester Wealth Management held 1,400 shares of Salesforce worth $468K as of Q4 2024.
Dorchester Wealth Management left its Salesforce share count unchanged in Q4 2024.
Salesforce made up 0.09% of Dorchester Wealth Management's portfolio in Q4 2024, its #97 holding.
Dorchester Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.