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Impact Partnership Wealth’s Salesforce CRM Stock Holding History

Impact Partnership Wealth’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
-63
Closed -$19K – 305
2024
Q1 		$19K Sell
63
-56
-47% -$16.2K 0.01% 392
2023
Q4 		$31.3K Sell
119
-201
-63% -$45.5K 0.01% 376
2023
Q3 		$64.9K Buy
320
+222
+227% +$48K 0.02% 361
2023
Q2 		$20.7K Buy
+98
New +$20K 0.01% 334

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

Impact Partnership Wealth's CRM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Salesforce (CRM) in Q2 2024, closing a stake of 63 shares — an estimated $19K sold.

Impact Partnership Wealth first reported a position in CRM in Q2 2023 and held it in 4 quarters. The position peaked at $64.9K in Q3 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 63 Salesforce shares in Q2 2024, an estimated $19K.
  • Impact Partnership Wealth first reported a position in Salesforce in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Salesforce position peaked at $64.9K in Q3 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.