FWM
CRM icon

Foguth Wealth Management’s Salesforce CRM Stock Holding History

Foguth 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
Q3 		– Sell
-872
Closed -$224K – 140
2024
Q2 		$224K Sell
872
-3,015
-78% -$807K 0.1% 124
2024
Q1 		$1.17M Buy
+3,887
New +$1.12M 0.63% 38

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

Foguth Wealth Management's CRM Position: Q3 2024 in Review

Foguth Wealth Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 872 shares — an estimated $224K sold.

Foguth Wealth Management first reported a position in CRM in Q1 2024 and held it in 2 quarters. The position peaked at $1.17M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Foguth Wealth Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 872 Salesforce shares in Q3 2024, an estimated $224K.
  • Foguth Wealth Management first reported a position in Salesforce in Q1 2024 and held it in 2 quarters.
  • Foguth Wealth Management's Salesforce position peaked at $1.17M in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Foguth Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.