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Heritage Oak Wealth Advisors’s Salesforce CRM Stock Holding History

Heritage Oak Wealth 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 		– Sell
-1,180
Closed -$323K – 90
2024
Q3 		$323K Buy
+1,180
New +$302K 0.15% 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
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

Heritage Oak Wealth Advisors's CRM Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 1,180 shares — an estimated $323K sold.

Heritage Oak Wealth Advisors first reported a position in CRM in Q3 2024 and held it in 1 quarter. The position peaked at $323K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,180 Salesforce shares in Q4 2024, an estimated $323K.
  • Heritage Oak Wealth Advisors first reported a position in Salesforce in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Salesforce position peaked at $323K in Q3 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.