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Geller Advisors’s Salesforce CRM Stock Holding History

Geller 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
Q4 		$652K Buy
1,947
+93
+5% +$29.7K 0.04% 103
2024
Q3 		$508K Buy
1,854
+84
+5% +$21.5K 0.04% 139
2024
Q2 		$455K Sell
1,770
-51
-3% -$13.6K 0.03% 152
2024
Q1 		$549K Buy
1,821
+134
+8% +$38.7K 0.04% 127
2023
Q4 		$444K Buy
1,687
+68
+4% +$15.4K 0.04% 148
2023
Q3 		$328K Sell
1,619
-2,936
-64% -$634K 0.04% 176
2023
Q2 		$962K Buy
4,555
+3,022
+197% +$617K 0.12% 56
2023
Q1 		$306K Buy
+1,533
New +$259K 0.05% 117
2022
Q4 		– Sell
-1,793
Closed -$258K – 154
2022
Q3 		$258K Sell
1,793
-959
-35% -$163K 0.06% 97
2022
Q2 		$454K Buy
2,752
+54
+2% +$9.54K 0.09% 56
2022
Q1 		$573K Buy
2,698
+108
+4% +$23.2K 0.11% 50
2021
Q4 		$658K Buy
2,590
+11
+0.4% +$3.09K 0.13% 45
2021
Q3 		$699K Buy
2,579
+415
+19% +$105K 0.15% 43
2021
Q2 		$529K Sell
2,164
-3
-0.1% -$691 0.11% 50
2021
Q1 		$459K Buy
2,167
+395
+22% +$87.9K 0.11% 52
2020
Q4 		$484K Hold
1,772
– – 0.12% 45
2020
Q3 		$445K Buy
1,772
+8
+0.5% +$1.75K 0.13% 39
2020
Q2 		$330K Buy
+1,764
New +$297K 0.1% 50

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

Geller Advisors's CRM Position: Q4 2024 in Review

Geller Advisors increased its Salesforce (CRM) stake by 5% in Q4 2024, buying an estimated $29.7K and bringing the position to 1,947 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #103.

Geller Advisors first reported a position in CRM in Q2 2020 and has held it in 18 quarters since. The position peaked at $962K in Q2 2023. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Geller Advisors held 1,947 shares of Salesforce worth $652K as of Q4 2024.
  • Geller Advisors bought 93 Salesforce shares in Q4 2024, an estimated $29.7K.
  • Salesforce made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #103 holding.
  • Geller Advisors first reported a position in Salesforce in Q2 2020 and has held it in 18 quarters since.
  • Geller Advisors's Salesforce position peaked at $962K in Q2 2023.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.