LIWM
CRM icon

Long Island Wealth Management’s Salesforce CRM Stock Holding History

Long Island 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
Q1 		– Sell
-69
Closed -$18K – 140
2023
Q4 		$18K Buy
+69
New +$15.6K 0.01% 171

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Long Island Wealth Management's CRM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Salesforce (CRM) in Q1 2024, closing a stake of 69 shares — an estimated $18K sold.

Long Island Wealth Management first reported a position in CRM in Q4 2023 and held it in 1 quarter. The position peaked at $18K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Long Island Wealth Management reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 69 Salesforce shares in Q1 2024, an estimated $18K.
  • Long Island Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Salesforce position peaked at $18K in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.