IBEX Wealth Advisors’s Salesforce CRM Stock Holding History

IBEX 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 Q3	–	Sell	-280	Closed	-$72K	–	112
2024 Q2	$72K	Buy	+280	New	+$74.9K	0.01%	155
2024 Q1	–	Sell	-2	Closed	-$408	–	123
2023 Q4	$408	Sell	2 -6,791	-100%	-$1.54M	0.09%	92
2023 Q3	$1.38M	Buy	+6,793	New	+$1.47M	0.35%	66
2021 Q4	–	Sell	-216	Closed	-$59K	–	235
2021 Q3	$59K	Buy	+216	New	+$54.9K	0.01%	257
2020 Q3	–	Sell	-11,408	Closed	-$2.14M	–	99
2020 Q2	$2.14M	Buy	+11,408	New	+$1.92M	0.69%	61
2019 Q3	–	Sell	-421	Closed	-$63K	–	139
2019 Q2	$63K	Buy	+421	New	+$66K	0.02%	195
2017 Q1	–	Sell	-140	Closed	-$11K	–	132
2016 Q4	$11K	Buy	+140	New	+$10.2K	0.01%	276

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

IBEX Wealth Advisors's CRM Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 280 shares — an estimated $72K sold.

IBEX Wealth Advisors first reported a position in CRM in Q4 2016 and held it in 7 quarters. The position peaked at $2.14M in Q2 2020. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

IBEX Wealth Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 280 Salesforce shares in Q3 2024, an estimated $72K.
IBEX Wealth Advisors first reported a position in Salesforce in Q4 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Salesforce position peaked at $2.14M in Q2 2020.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.