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Landmark Financial Advisors’s Salesforce CRM Stock Holding History

Landmark Financial 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
Q4 		$347K Buy
1,319
+119
+10% +$26.9K 0.12% 70
2023
Q3 		$243K Buy
1,200
+9
+0.8% +$1.95K 0.1% 81
2023
Q2 		$252K Buy
1,191
+79
+7% +$16.1K 0.1% 79
2023
Q1 		$222K Buy
+1,112
New +$188K 0.1% 83

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Landmark Financial Advisors's CRM Position: Q4 2023 in Review

Landmark Financial Advisors increased its Salesforce (CRM) stake by 9.9% in Q4 2023, buying an estimated $26.9K and bringing the position to 1,319 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #70.

Landmark Financial Advisors first reported a position in CRM in Q1 2023 and has held it in 4 quarters since. 2,595 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Landmark Financial Advisors held 1,319 shares of Salesforce worth $347K as of Q4 2023.
  • Landmark Financial Advisors bought 119 Salesforce shares in Q4 2023, an estimated $26.9K.
  • Salesforce made up 0.12% of Landmark Financial Advisors's portfolio in Q4 2023, its #70 holding.
  • Landmark Financial Advisors first reported a position in Salesforce in Q1 2023 and has held it in 4 quarters since.
  • 2,595 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.