FullCircle Wealth’s Salesforce CRM Stock Holding History

FullCircle Wealth’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	-803	Closed	-$201K	–	189
2024 Q2	$201K	Buy	+803	New	+$215K	0.1%	158

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

FullCircle Wealth's CRM Position: Q3 2024 in Review

FullCircle Wealth sold out of Salesforce (CRM) in Q3 2024, closing a stake of 803 shares — an estimated $201K sold.

FullCircle Wealth first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

FullCircle Wealth reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
FullCircle Wealth sold 803 Salesforce shares in Q3 2024, an estimated $201K.
FullCircle Wealth first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
FullCircle Wealth's Salesforce position peaked at $201K in Q2 2024.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on FullCircle Wealth's 13F filing for Q3 2024, filed 29 Oct 2024.