ICA Group Wealth Management’s Salesforce CRM Stock Holding History

ICA Group Wealth Management’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	$31.4K	Sell	122 -1,288	-91%	-$345K	0.02%	291
2024 Q1	$425K	Buy	1,410 +397	+39%	+$115K	0.09%	184
2023 Q4	$267K	Buy	+1,013	New	+$229K	0.06%	217
2023 Q3	–	Sell	-908	Closed	-$192K	–	418
2023 Q2	$192K	Sell	908 -840	-48%	-$171K	0.05%	233
2023 Q1	$349K	Sell	1,748 -75	-4%	-$12.7K	0.08%	186
2022 Q4	$242K	Buy	1,823 +149	+9%	+$21.7K	0.06%	236
2022 Q3	$241K	Buy	1,674 +52	+3%	+$8.82K	0.05%	307
2022 Q2	$298K	Hold	1,622	–	–	0.06%	284
2022 Q1	$297K	Buy	+1,622	New	+$349K	0.06%	284

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

ICA Group Wealth Management's CRM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Salesforce (CRM) stake by 91% in Q2 2024, selling an estimated $345K and leaving 122 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #291.

ICA Group Wealth Management first reported a position in CRM in Q1 2022 and has held it in 9 quarters since. The position peaked at $425K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

ICA Group Wealth Management held 122 shares of Salesforce worth $31.4K as of Q2 2024.
ICA Group Wealth Management sold 1,288 Salesforce shares in Q2 2024, an estimated $345K.
Salesforce made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #291 holding.
ICA Group Wealth Management first reported a position in Salesforce in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Salesforce position peaked at $425K in Q1 2024.
2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.