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Level Financial Advisors’s Salesforce CRM Stock Holding History

Level 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
Q3 		– Sell
-4
Closed -$845 – 289
2023
Q2 		$845 Buy
+4
New +$817 ﹤0.01% 261
2022
Q3 		– Sell
-36
Closed -$6K – 261
2022
Q2 		$6K Buy
+36
New +$6.36K ﹤0.01% 202

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Level Financial Advisors's CRM Position: Q3 2023 in Review

Level Financial Advisors sold out of Salesforce (CRM) in Q3 2023, closing a stake of 4 shares — an estimated $845 sold.

Level Financial Advisors first reported a position in CRM in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Level Financial Advisors reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Level Financial Advisors sold 4 Salesforce shares in Q3 2023, an estimated $845.
  • Level Financial Advisors first reported a position in Salesforce in Q2 2022 and held it in 2 quarters.
  • Level Financial Advisors's Salesforce position peaked at $6K in Q2 2022.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Level Financial Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.