Heritage Wealth Partners’s Salesforce CRM Stock Holding History

Heritage Wealth Partners’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	-933	Closed	-$240K	–	68
2024 Q2	$240K	Buy	+933	New	+$250K	0.35%	50

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heritage Wealth Partners's CRM Position: Q3 2024 in Review

Heritage Wealth Partners sold out of Salesforce (CRM) in Q3 2024, closing a stake of 933 shares — an estimated $240K sold.

Heritage Wealth Partners first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $240K in Q2 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Heritage Wealth Partners reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Heritage Wealth Partners sold 933 Salesforce shares in Q3 2024, an estimated $240K.
Heritage Wealth Partners first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
Heritage Wealth Partners's Salesforce position peaked at $240K in Q2 2024.
2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Heritage Wealth Partners's 13F filing for Q3 2024, filed 9 Oct 2024.