GW
CRM icon

GW & Wade’s Salesforce CRM Stock Holding History

GW & Wade’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
2023
Q4 		$1.39M Sell
5,272
-459
-8% -$104K 0.05% 196
2023
Q3 		$1.16M Buy
5,731
+1,099
+24% +$237K 0.04% 200
2023
Q2 		$979K Sell
4,632
-36
-0.8% -$7.35K 0.04% 215
2023
Q1 		$933K Sell
4,668
-256
-5% -$43.2K 0.04% 212
2022
Q4 		$653K Sell
4,924
-2,117
-30% -$309K 0.03% 231
2022
Q3 		$1.01M Buy
7,041
+302
+4% +$51.2K 0.05% 178
2022
Q2 		$1.11M Sell
6,739
-916
-12% -$162K 0.05% 184
2022
Q1 		$1.63M Buy
7,655
+136
+2% +$29.3K 0.07% 154
2021
Q4 		$1.91M Buy
7,519
+183
+2% +$51.4K 0.08% 138
2021
Q3 		$1.99M Buy
7,336
+317
+5% +$80.5K 0.09% 136
2021
Q2 		$1.72M Buy
7,019
+144
+2% +$33.2K 0.08% 145
2021
Q1 		$1.46M Buy
6,875
+4,063
+144% +$905K 0.08% 137
2020
Q4 		$626K Buy
2,812
+1,655
+143% +$402K 0.04% 173
2020
Q3 		$291K Buy
1,157
+72
+7% +$15.8K 0.02% 196
2020
Q2 		$203K Buy
+1,085
New +$183K 0.02% 232
2017
Q2 		– Sell
-4,640
Closed -$383K – 236
2017
Q1 		$383K Hold
4,640
– – 0.05% 164
2016
Q4 		$318K Sell
4,640
-77
-2% -$5.59K 0.05% 168
2016
Q3 		$336K Sell
4,717
-670
-12% -$52.3K 0.06% 160
2016
Q2 		$428K Buy
5,387
+300
+6% +$23.5K 0.07% 148
2016
Q1 		$376K Buy
+5,087
New +$350K 0.07% 140

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GW & Wade's CRM Position: Q4 2023 in Review

GW & Wade reduced its Salesforce (CRM) stake by 8% in Q4 2023, selling an estimated $104K and leaving 5,272 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #196.

GW & Wade first reported a position in CRM in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.99M in Q3 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • GW & Wade held 5,272 shares of Salesforce worth $1.39M as of Q4 2023.
  • GW & Wade sold 459 Salesforce shares in Q4 2023, an estimated $104K.
  • Salesforce made up 0.05% of GW & Wade's portfolio in Q4 2023, its #196 holding.
  • GW & Wade first reported a position in Salesforce in Q1 2016 and has held it in 20 quarters since.
  • GW & Wade's Salesforce position peaked at $1.99M in Q3 2021.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.