GWM
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Gray Wealth Management’s Salesforce CRM Stock Holding History

Gray 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
Q4 		$283K Buy
847
+7
+0.8% +$2.23K 0.11% 106
2024
Q3 		$230K Sell
840
-14
-2% -$3.59K 0.09% 123
2024
Q2 		$220K Buy
854
+46
+6% +$12.3K 0.09% 126
2024
Q1 		$243K Hold
808
– – 0.11% 117
2023
Q4 		$213K Buy
+808
New +$183K 0.1% 122
2022
Q2 		– Sell
-1,063
Closed -$226K – 113
2022
Q1 		$226K Buy
1,063
+50
+5% +$10.8K 0.12% 114
2021
Q4 		$257K Buy
1,013
+36
+4% +$10.1K 0.13% 104
2021
Q3 		$265K Buy
+977
New +$248K 0.15% 95

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

Gray Wealth Management's CRM Position: Q4 2024 in Review

Gray Wealth Management increased its Salesforce (CRM) stake by 0.83% in Q4 2024, buying an estimated $2.23K and bringing the position to 847 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #106.

Gray Wealth Management first reported a position in CRM in Q3 2021 and has held it in 8 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Gray Wealth Management held 847 shares of Salesforce worth $283K as of Q4 2024.
  • Gray Wealth Management bought 7 Salesforce shares in Q4 2024, an estimated $2.23K.
  • Salesforce made up 0.11% of Gray Wealth Management's portfolio in Q4 2024, its #106 holding.
  • Gray Wealth Management first reported a position in Salesforce in Q3 2021 and has held it in 8 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.