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CRM icon

Finivi Inc’s Salesforce CRM Stock Holding History

Finivi Inc’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
Q3 		– Sell
-4,575
Closed -$1.18M – 88
2024
Q2 		$1.18M Buy
4,575
+54
+1% +$14.4K 0.97% 32
2024
Q1 		$1.36M Buy
4,521
+140
+3% +$40.4K 1.23% 28
2023
Q4 		$1.15M Buy
+4,381
New +$992K 1.13% 31
2021
Q4 		$1.11M Buy
+4,383
New +$1.23M 1.18% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Finivi Inc's CRM Position: Q3 2024 in Review

Finivi Inc sold out of Salesforce (CRM) in Q3 2024, closing a stake of 4,575 shares — an estimated $1.18M sold.

Finivi Inc first reported a position in CRM in Q4 2021 and held it in 4 quarters. The position peaked at $1.36M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Finivi Inc reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Finivi Inc sold 4,575 Salesforce shares in Q3 2024, an estimated $1.18M.
  • Finivi Inc first reported a position in Salesforce in Q4 2021 and held it in 4 quarters.
  • Finivi Inc's Salesforce position peaked at $1.36M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.