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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kolinsky Wealth Management's CRM Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Salesforce (CRM) stake by 14% in Q4 2024, buying an estimated $59.4K and bringing the position to 1,546 shares worth $517K. The position accounts for 0.32% of the portfolio, ranked #63.

Kolinsky Wealth Management first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Kolinsky Wealth Management held 1,546 shares of Salesforce worth $517K as of Q4 2024.
Kolinsky Wealth Management bought 186 Salesforce shares in Q4 2024, an estimated $59.4K.
Salesforce made up 0.32% of Kolinsky Wealth Management's portfolio in Q4 2024, its #63 holding.
Kolinsky Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.