Intercontinental Wealth Advisors’s Salesforce CRM Stock Holding History

Intercontinental 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
2023 Q2	$272K	Sell	1,286 -1,457	-53%	-$297K	0.06%	271
2023 Q1	$548K	Buy	+2,743	New	+$463K	0.14%	176
2021 Q2	–	Sell	-999	Closed	-$212K	–	289
2021 Q1	$212K	Buy	+999	New	+$222K	0.05%	263
2020 Q3	–	Sell	-2,109	Closed	-$395K	–	206
2020 Q2	$395K	Buy	+2,109	New	+$355K	0.13%	118
2020 Q1	–	Sell	-59	Closed	-$11K	–	189
2019 Q4	$11K	Sell	59 -32	-35%	-$5.02K	0.01%	269
2019 Q3	$14K	Buy	+91	New	+$13.8K	0.01%	304
2019 Q1	–	Sell	-265	Closed	-$36K	–	432
2018 Q4	$36K	Buy	+265	New	+$36.5K	0.02%	247

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors's CRM Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Salesforce (CRM) stake by 53% in Q2 2023, selling an estimated $297K and leaving 1,286 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #271.

Intercontinental Wealth Advisors first reported a position in CRM in Q4 2018 and has held it in 7 quarters since. The position peaked at $548K in Q1 2023. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Intercontinental Wealth Advisors held 1,286 shares of Salesforce worth $272K as of Q2 2023.
Intercontinental Wealth Advisors sold 1,457 Salesforce shares in Q2 2023, an estimated $297K.
Salesforce made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #271 holding.
Intercontinental Wealth Advisors first reported a position in Salesforce in Q4 2018 and has held it in 7 quarters since.
Intercontinental Wealth Advisors's Salesforce position peaked at $548K in Q1 2023.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.