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Holistic Financial Partners’s Salesforce CRM Stock Holding History

Holistic Financial 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
Q2 		– Sell
-719
Closed -$217K – 124
2024
Q1 		$217K Sell
719
-100
-12% -$28.9K 0.11% 121
2023
Q4 		$216K Buy
+819
New +$185K 0.13% 108
2020
Q4 		– Sell
-939
Closed -$237K – 119
2020
Q3 		$237K Buy
+939
New +$206K 0.19% 74
2018
Q2 		– Sell
-584
Closed -$68K – 102
2018
Q1 		$68K Hold
584
– – 0.06% 154
2017
Q4 		$60K Buy
+584
New +$59.5K 0.05% 174

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Holistic Financial Partners's CRM Position: Q2 2024 in Review

Holistic Financial Partners sold out of Salesforce (CRM) in Q2 2024, closing a stake of 719 shares — an estimated $217K sold.

Holistic Financial Partners first reported a position in CRM in Q4 2017 and held it in 5 quarters. The position peaked at $237K in Q3 2020. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Holistic Financial Partners reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 719 Salesforce shares in Q2 2024, an estimated $217K.
  • Holistic Financial Partners first reported a position in Salesforce in Q4 2017 and held it in 5 quarters.
  • Holistic Financial Partners's Salesforce position peaked at $237K in Q3 2020.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.