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Imprint Wealth’s Salesforce CRM Stock Holding History

Imprint 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
Q1 		$404K Buy
+1,338
New +$386K 0.1% 188

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Imprint Wealth's CRM Position: Q1 2024 in Review

Imprint Wealth opened a new position in Salesforce (CRM) in Q1 2024: 1,338 shares worth $404K. The stake represents 0.1% of the portfolio and ranks #188 among its holdings.

2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Imprint Wealth held 1,338 shares of Salesforce worth $404K as of Q1 2024.
  • Salesforce was a new Imprint Wealth position in Q1 2024.
  • Salesforce made up 0.1% of Imprint Wealth's portfolio in Q1 2024, its #188 holding.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.