Financial Synergies Wealth Advisors’s Salesforce CRM Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-9	Closed	-$2.71K	–	146
2024 Q1	$2.71K	Buy	+9	New	+$2.6K	﹤0.01%	294
2023 Q4	–	Sell	-9	Closed	-$1.83K	–	482
2023 Q3	$1.83K	Hold	9	–	–	﹤0.01%	307
2023 Q2	$1.9K	Sell	9 -2	-18%	-$408	﹤0.01%	299
2023 Q1	$2.2K	Buy	+11	New	+$1.86K	﹤0.01%	297
2022 Q4	–	Sell	-13	Closed	-$1.87K	–	471
2022 Q3	$1.87K	Hold	13	–	–	﹤0.01%	227
2022 Q2	$2.15K	Buy	+13	New	+$2.3K	﹤0.01%	231

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Financial Synergies Wealth Advisors's CRM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 9 shares — an estimated $2.71K sold.

Financial Synergies Wealth Advisors first reported a position in CRM in Q2 2022 and held it in 6 quarters. The position peaked at $2.71K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 9 Salesforce shares in Q2 2024, an estimated $2.71K.
Financial Synergies Wealth Advisors first reported a position in Salesforce in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Salesforce position peaked at $2.71K in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.