Householder Group Estate & Retirement Specialist’s Salesforce CRM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$39K	Sell	118 -338	-74%	-$108K	0.03%	233
2024 Q3	$124K	Buy	456 +14	+3%	+$3.59K	0.04%	327
2024 Q2	$113K	Buy	442 +66	+18%	+$17.7K	0.03%	330
2024 Q1	$113K	Sell	376 -1	-0.3%	-$289	0.03%	327
2023 Q4	$99K	Sell	377 -178	-32%	-$40.3K	0.03%	334
2023 Q3	$113K	Buy	+555	New	+$120K	0.04%	295
2023 Q1	$100K	Buy	499 +61	+14%	+$10.3K	0.04%	306
2022 Q4	$58K	Buy	438 +42	+11%	+$6.13K	0.09%	107
2022 Q3	$56K	Buy	+396	New	+$67.1K	0.02%	375

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CRM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Salesforce (CRM) stake by 74% in Q4 2024, selling an estimated $108K and leaving 118 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #233.

Householder Group Estate & Retirement Specialist first reported a position in CRM in Q3 2022 and has held it in 9 quarters since. The position peaked at $124K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 118 shares of Salesforce worth $39K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 338 Salesforce shares in Q4 2024, an estimated $108K.
Salesforce made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #233 holding.
Householder Group Estate & Retirement Specialist first reported a position in Salesforce in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Salesforce position peaked at $124K in Q3 2024.
3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.