E&G Advisors’s Salesforce CRM Stock Holding History

E&G 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	-804	Closed	-$220K	–	218
2024 Q3	$220K	Buy	804 +10	+1%	+$2.56K	0.06%	196
2024 Q2	$204K	Buy	794 +50	+7%	+$13.4K	0.06%	199
2024 Q1	$224K	Buy	+744	New	+$215K	0.07%	187

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

E&G Advisors's CRM Position: Q4 2024 in Review

E&G Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 804 shares — an estimated $220K sold.

E&G Advisors first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

E&G Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
E&G Advisors sold 804 Salesforce shares in Q4 2024, an estimated $220K.
E&G Advisors first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
E&G Advisors's Salesforce position peaked at $224K in Q1 2024.
3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on E&G Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.