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Janiczek Wealth Management’s Salesforce CRM Stock Holding History

Janiczek 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 		$284K Sell
1,106
-180
-14% -$48.2K 0.06% 140
2024
Q1 		$387K Buy
1,286
+89
+7% +$25.7K 0.08% 101
2023
Q4 		$315K Sell
1,197
-64
-5% -$14.5K 0.08% 108
2023
Q3 		$256K Buy
1,261
+18
+1% +$3.89K 0.07% 118
2023
Q2 		$263K Buy
1,243
+20
+2% +$4.08K 0.07% 104
2023
Q1 		$238K Buy
1,223
+107
+10% +$18.1K 0.07% 104
2022
Q4 		$167K Buy
1,116
+598
+115% +$87.3K 0.05% 144
2022
Q3 		$75K Sell
518
-610
-54% -$103K 0.02% 253
2022
Q2 		$208K Buy
1,128
+348
+45% +$61.5K 0.06% 97
2022
Q1 		$166K Sell
780
-178
-19% -$38.3K 0.05% 140
2021
Q4 		$243K Sell
958
-2
-0.2% -$562 0.07% 91
2021
Q3 		$260K Buy
960
+192
+25% +$48.8K 0.09% 70
2021
Q2 		$188K Buy
768
+119
+18% +$27.4K 0.07% 85
2021
Q1 		$138K Buy
649
+220
+51% +$49K 0.06% 105
2020
Q4 		$95K Buy
429
+44
+11% +$10.7K 0.05% 116
2020
Q3 		$97K Buy
385
+92
+31% +$20.1K 0.05% 66
2020
Q2 		$55K Buy
293
+93
+47% +$15.7K 0.03% 79
2020
Q1 		$29K Hold
200
– – 0.02% 77
2019
Q4 		$33K Hold
200
– – 0.01% 79
2019
Q3 		$30K Hold
200
– – 0.01% 80
2019
Q2 		$30K Hold
200
– – 0.01% 85
2019
Q1 		$32K Buy
+200
New +$31K 0.02% 84

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

Janiczek Wealth Management's CRM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Salesforce (CRM) stake by 14% in Q2 2024, selling an estimated $48.2K and leaving 1,106 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #140.

Janiczek Wealth Management first reported a position in CRM in Q1 2019 and has held it in 22 quarters since. The position peaked at $387K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Janiczek Wealth Management held 1,106 shares of Salesforce worth $284K as of Q2 2024.
  • Janiczek Wealth Management sold 180 Salesforce shares in Q2 2024, an estimated $48.2K.
  • Salesforce made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #140 holding.
  • Janiczek Wealth Management first reported a position in Salesforce in Q1 2019 and has held it in 22 quarters since.
  • Janiczek Wealth Management's Salesforce position peaked at $387K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.