Jupiter Wealth Management’s Salesforce CRM Stock Holding History

Jupiter 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	–	Sell	-1,795	Closed	-$501K	–	97
2024 Q1	$501K	Buy	+1,795	New	+$518K	0.27%	64
2022 Q2	–	Sell	-4,125	Closed	-$875K	–	68
2022 Q1	$875K	Sell	4,125 -9,087	-69%	-$1.96M	0.55%	40
2021 Q4	$3.36M	Sell	13,212 -1,080	-8%	-$303K	1.74%	20
2021 Q3	$4.28M	Buy	14,292 +9,613	+205%	+$2.44M	2.02%	17
2021 Q2	$1.17M	Buy	4,679 +1,179	+34%	+$272K	0.56%	44
2021 Q1	$820K	Buy	3,500 +2,000	+133%	+$445K	0.41%	48
2020 Q4	$334K	Hold	1,500	–	–	0.2%	61
2020 Q3	$377K	Buy	+1,500	New	+$328K	0.27%	50

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Jupiter Wealth Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,795 shares — an estimated $501K sold.

Jupiter Wealth Management first reported a position in CRM in Q3 2020 and held it in 8 quarters. The position peaked at $4.28M in Q3 2021. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Jupiter Wealth Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Jupiter Wealth Management sold 1,795 Salesforce shares in Q2 2024, an estimated $501K.
Jupiter Wealth Management first reported a position in Salesforce in Q3 2020 and held it in 8 quarters.
Jupiter Wealth Management's Salesforce position peaked at $4.28M in Q3 2021.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Jupiter Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.