EWM
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Executive Wealth Management’s Salesforce CRM Stock Holding History

Executive 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 		$3.41M Sell
10,192
-139
-1% -$44.4K 0.27% 97
2024
Q3 		$2.83M Sell
10,331
-136
-1% -$34.8K 0.22% 97
2024
Q2 		$2.69M Sell
10,467
-248
-2% -$66.4K 0.49% 43
2024
Q1 		$3.24M Sell
10,715
-1,600
-13% -$462K 0.28% 82
2023
Q4 		$3.24M Buy
12,315
+248
+2% +$56.1K 0.31% 74
2023
Q3 		$2.45M Buy
12,067
+273
+2% +$59K 0.25% 81
2023
Q2 		$2.49M Sell
11,794
-546
-4% -$111K 0.26% 77
2023
Q1 		$2.47M Sell
12,340
-326
-3% -$55.1K 0.27% 81
2022
Q4 		$1.68M Buy
12,666
+11,101
+709% +$1.62M 0.21% 87
2022
Q3 		$1.56K Sell
1,565
-9,563
-86% -$1.62M 0.22% 86
2022
Q2 		$1.84M Sell
11,128
-12,742
-53% -$2.25M 0.25% 81
2022
Q1 		$5.07M Sell
23,870
-609
-2% -$131K 0.55% 60
2021
Q4 		$6.22M Buy
24,479
+765
+3% +$215K 0.62% 54
2021
Q3 		$6.43M Sell
23,714
-702
-3% -$178K 0.71% 46
2021
Q2 		$5.96M Buy
24,416
+331
+1% +$76.3K 0.65% 52
2021
Q1 		$5.1M Buy
24,085
+3,387
+16% +$754K 0.6% 54
2020
Q4 		$4.61M Buy
20,698
+11,437
+123% +$2.78M 0.57% 53
2020
Q3 		$2.33M Buy
9,261
+1,593
+21% +$349K 0.32% 65
2020
Q2 		$1.44M Buy
7,668
+458
+6% +$77.2K 0.22% 69
2020
Q1 		$1.04M Sell
7,210
-1,063
-13% -$182K 0.18% 69
2019
Q4 		$1.34M Sell
8,273
-430
-5% -$67.4K 0.18% 80
2019
Q3 		$1.29M Sell
8,703
-966
-10% -$147K 0.2% 75
2019
Q2 		$1.47M Buy
9,669
+1,272
+15% +$199K 0.21% 80
2019
Q1 		$1.33M Buy
8,397
+3,796
+83% +$588K 0.24% 69
2018
Q4 		$630K Buy
+4,601
New +$633K 0.11% 92

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

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

Executive Wealth Management reduced its Salesforce (CRM) stake by 1.3% in Q4 2024, selling an estimated $44.4K and leaving 10,192 shares worth $3.41M. The position accounts for 0.27% of the portfolio, ranked #97.

Executive Wealth Management first reported a position in CRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.43M in Q3 2021. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Executive Wealth Management held 10,192 shares of Salesforce worth $3.41M as of Q4 2024.
  • Executive Wealth Management sold 139 Salesforce shares in Q4 2024, an estimated $44.4K.
  • Salesforce made up 0.27% of Executive Wealth Management's portfolio in Q4 2024, its #97 holding.
  • Executive Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's Salesforce position peaked at $6.43M in Q3 2021.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

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