IWP
CRM icon

Icon Wealth Partners’s Salesforce CRM Stock Holding History

Icon Wealth 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
2023
Q3 		$4.19M Sell
20,651
-187
-0.9% -$40.4K 0.48% 41
2023
Q2 		$4.4M Sell
20,838
-6,564
-24% -$1.34M 0.47% 45
2023
Q1 		$5.47M Buy
+27,402
New +$4.63M 0.6% 34
2022
Q2 		$4.14M Buy
25,064
+562
+2% +$99.3K 0.49% 48
2022
Q1 		$5.2M Buy
24,502
+2,237
+10% +$481K 0.52% 47
2021
Q4 		$5.66M Buy
22,265
+1,114
+5% +$313K 0.57% 45
2021
Q3 		$5.74M Buy
21,151
+832
+4% +$211K 0.61% 41
2021
Q2 		$4.96M Buy
20,319
+2,118
+12% +$488K 0.53% 50
2021
Q1 		$3.86M Buy
18,201
+6,148
+51% +$1.37M 0.48% 57
2020
Q4 		$2.68M Buy
12,053
+2,366
+24% +$575K 0.42% 66
2020
Q3 		$2.44M Buy
9,687
+7,538
+351% +$1.65M 0.47% 58
2020
Q2 		$403K Buy
2,149
+318
+17% +$53.6K 0.1% 147
2020
Q1 		$264K Buy
+1,831
New +$314K 0.1% 118
2019
Q2 		– Sell
-555
Closed -$88K – 292
2019
Q1 		$88K Buy
+555
New +$86K 0.03% 246
2018
Q4 		– Sell
-787
Closed -$125K – 224
2018
Q3 		$125K Sell
787
-144
-15% -$21.4K 0.05% 229
2018
Q2 		$127K Sell
931
-44
-5% -$5.61K 0.05% 207
2018
Q1 		$113K Sell
975
-303
-24% -$34.8K 0.06% 235
2017
Q4 		$131K Buy
+1,278
New +$130K 0.06% 229

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Icon Wealth Partners's CRM Position: Q3 2023 in Review

Icon Wealth Partners reduced its Salesforce (CRM) stake by 0.9% in Q3 2023, selling an estimated $40.4K and leaving 20,651 shares worth $4.19M. The position accounts for 0.48% of the portfolio, ranked #41.

Icon Wealth Partners first reported a position in CRM in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.74M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Icon Wealth Partners held 20,651 shares of Salesforce worth $4.19M as of Q3 2023.
  • Icon Wealth Partners sold 187 Salesforce shares in Q3 2023, an estimated $40.4K.
  • Salesforce made up 0.48% of Icon Wealth Partners's portfolio in Q3 2023, its #41 holding.
  • Icon Wealth Partners first reported a position in Salesforce in Q4 2017 and has held it in 18 quarters since.
  • Icon Wealth Partners's Salesforce position peaked at $5.74M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.