Endurance Wealth Management’s Salesforce CRM Stock Holding History

Endurance 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 Q2	$221K	Hold	1,047	–	–	0.03%	188
2023 Q1	$209K	Hold	1,047	–	–	0.03%	190
2022 Q4	$139K	Sell	1,047 -7	-0.7%	-$1.02K	0.02%	223
2022 Q3	$152K	Hold	1,054	–	–	0.03%	210
2022 Q2	$174K	Hold	1,054	–	–	0.03%	206
2022 Q1	$224K	Sell	1,054 -175	-14%	-$37.7K	0.03%	196
2021 Q4	$312K	Hold	1,229	–	–	0.03%	180
2021 Q3	$333K	Hold	1,229	–	–	0.04%	176
2021 Q2	$300K	Hold	1,229	–	–	0.03%	185
2021 Q1	$260K	Buy	1,229 +677	+123%	+$151K	0.03%	194
2020 Q4	$123K	Hold	552	–	–	0.02%	237
2020 Q3	$139K	Buy	552 +52	+10%	+$11.4K	0.02%	214
2020 Q2	$94K	Hold	500	–	–	0.02%	244
2020 Q1	$72K	Hold	500	–	–	0.01%	251
2019 Q4	$81K	Hold	500	–	–	0.01%	242
2019 Q3	$74K	Hold	500	–	–	0.01%	246
2019 Q2	$76K	Sell	500 -100	-17%	-$15.7K	0.01%	241
2019 Q1	$95K	Hold	600	–	–	0.02%	222
2018 Q4	$82K	Buy	600 +450	+300%	+$61.9K	0.02%	219
2018 Q3	$24K	Buy	+150	New	+$22.3K	﹤0.01%	327
2016 Q4	–	Sell	-1,000	Closed	-$75K	–	490
2016 Q3	$75K	Buy	+1,000	New	+$78K	0.01%	241

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Endurance Wealth Management's CRM Position: Q2 2023 in Review

Endurance Wealth Management held its Salesforce (CRM) position steady in Q2 2023 at 1,047 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #188.

Endurance Wealth Management first reported a position in CRM in Q3 2016 and has held it in 21 quarters since. The position peaked at $333K in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Endurance Wealth Management held 1,047 shares of Salesforce worth $221K as of Q2 2023.
Endurance Wealth Management left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #188 holding.
Endurance Wealth Management first reported a position in Salesforce in Q3 2016 and has held it in 21 quarters since.
Endurance Wealth Management's Salesforce position peaked at $333K in Q3 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.