FFA
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Fortune Financial Advisors’s Salesforce CRM Stock Holding History

Fortune Financial 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
Q3 		– Sell
-1,349
Closed -$347K – 101
2024
Q2 		$347K Buy
1,349
+88
+7% +$23.5K 0.21% 99
2024
Q1 		$380K Hold
1,261
– – 0.24% 99
2023
Q4 		$332K Hold
1,261
– – 0.23% 91
2023
Q3 		$256K Hold
1,261
– – 0.2% 102
2023
Q2 		$266K Buy
+1,261
New +$257K 0.2% 103

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

Fortune Financial Advisors's CRM Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,349 shares — an estimated $347K sold.

Fortune Financial Advisors first reported a position in CRM in Q2 2023 and held it in 5 quarters. The position peaked at $380K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 1,349 Salesforce shares in Q3 2024, an estimated $347K.
  • Fortune Financial Advisors first reported a position in Salesforce in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Salesforce position peaked at $380K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.