KWM
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Kolinsky Wealth Management’s Salesforce CRM Stock Holding History

Kolinsky 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
Q4 		$517K Buy
1,546
+186
+14% +$59.4K 0.32% 63
2024
Q3 		$372K Buy
1,360
+59
+5% +$15.1K 0.24% 95
2024
Q2 		$335K Sell
1,301
-186
-13% -$49.8K 0.24% 97
2024
Q1 		$448K Buy
1,487
+200
+16% +$57.7K 0.34% 68
2023
Q4 		$339K Sell
1,287
-13
-1% -$2.94K 0.3% 85
2023
Q3 		$264K Sell
1,300
-27
-2% -$5.83K 0.26% 92
2023
Q2 		$279K Buy
+1,327
New +$271K 0.26% 91
2022
Q2 		– Sell
-1,326
Closed -$282K – 130
2022
Q1 		$282K Buy
1,326
+32
+2% +$6.89K 0.28% 91
2021
Q4 		$329K Buy
+1,294
New +$364K 0.3% 86

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return