LWM
CRM icon

LongView Wealth Management’s Salesforce CRM Stock Holding History

LongView 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
Q2 		– Sell
-858
Closed -$258K – 185
2024
Q1 		$258K Sell
858
-23
-3% -$6.64K 0.1% 153
2023
Q4 		$230K Buy
+881
New +$199K 0.1% 158

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

LongView Wealth Management's CRM Position: Q2 2024 in Review

LongView Wealth Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 858 shares — an estimated $258K sold.

LongView Wealth Management first reported a position in CRM in Q4 2023 and held it in 2 quarters. The position peaked at $258K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • LongView Wealth Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • LongView Wealth Management sold 858 Salesforce shares in Q2 2024, an estimated $258K.
  • LongView Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 2 quarters.
  • LongView Wealth Management's Salesforce position peaked at $258K in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on LongView Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.