High Net Worth Advisory Group’s Salesforce CRM Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-797	Closed	-$210K	–	217
2023 Q4	$210K	Buy	+797	New	+$180K	0.08%	187
2023 Q2	–	Sell	-3,870	Closed	-$773K	–	199
2023 Q1	$773K	Sell	3,870 -1,685	-30%	-$285K	0.32%	80
2022 Q4	$737K	Buy	5,555 +882	+19%	+$129K	0.29%	89
2022 Q3	$672K	Sell	4,673 -10	-0.2%	-$1.7K	0.29%	83
2022 Q2	$773K	Buy	4,683 +1,590	+51%	+$281K	0.32%	76
2022 Q1	$657K	Buy	3,093 +85	+3%	+$18.3K	0.24%	87
2021 Q4	$764K	Buy	+3,008	New	+$845K	0.27%	75

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

High Net Worth Advisory Group's CRM Position: Q1 2024 in Review

High Net Worth Advisory Group sold out of Salesforce (CRM) in Q1 2024, closing a stake of 797 shares — an estimated $210K sold.

High Net Worth Advisory Group first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $773K in Q1 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

High Net Worth Advisory Group reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 797 Salesforce shares in Q1 2024, an estimated $210K.
High Net Worth Advisory Group first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
High Net Worth Advisory Group's Salesforce position peaked at $773K in Q1 2023.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on High Net Worth Advisory Group's 13F filing for Q1 2024, filed 12 Apr 2024.