MWS
CRM icon

Maxwell Wealth Strategies’s Salesforce CRM Stock Holding History

Maxwell Wealth Strategies’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 		$2.87M Buy
8,590
+20
+0.2% +$6.38K 1.17% 24
2024
Q3 		$2.55M Sell
8,570
-1,017
-11% -$260K 1.08% 29
2024
Q2 		$2.46M Buy
9,587
+139
+1% +$37.2K 1.21% 28
2024
Q1 		$2.06M Buy
9,448
+8,036
+569% +$2.32M 1.04% 35
2023
Q4 		$372K Buy
+1,412
New +$320K 0.24% 71

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Maxwell Wealth Strategies's CRM Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Salesforce (CRM) stake by 0.23% in Q4 2024, buying an estimated $6.38K and bringing the position to 8,590 shares worth $2.87M. The position accounts for 1.17% of the portfolio, ranked #24.

Maxwell Wealth Strategies first reported a position in CRM in Q4 2023 and has held it in 5 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Maxwell Wealth Strategies held 8,590 shares of Salesforce worth $2.87M as of Q4 2024.
  • Maxwell Wealth Strategies bought 20 Salesforce shares in Q4 2024, an estimated $6.38K.
  • Salesforce made up 1.17% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #24 holding.
  • Maxwell Wealth Strategies first reported a position in Salesforce in Q4 2023 and has held it in 5 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.