MFG
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Mendota Financial Group’s Salesforce CRM Stock Holding History

Mendota Financial Group’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 		– Sell
-9
Closed -$2.46K – 554
2024
Q3 		$2.46K Buy
9
+2
+29% +$512 ﹤0.01% 305
2024
Q2 		$1.8K Hold
7
– – ﹤0.01% 283
2024
Q1 		$2.11K Sell
7
-100
-93% -$28.9K ﹤0.01% 286
2023
Q4 		$28.2K Buy
107
+5
+5% +$1.13K 0.02% 228
2023
Q3 		$20.7K Sell
102
-235
-70% -$50.8K 0.02% 173
2023
Q2 		$71.2K Hold
337
– – 0.08% 112
2023
Q1 		$71.6K Hold
337
– – 0.07% 117
2022
Q4 		$44.7K Buy
+337
New +$49.2K 0.06% 137

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

Mendota Financial Group's CRM Position: Q4 2024 in Review

Mendota Financial Group sold out of Salesforce (CRM) in Q4 2024, closing a stake of 9 shares — an estimated $2.46K sold.

Mendota Financial Group first reported a position in CRM in Q4 2022 and held it in 8 quarters. The position peaked at $71.6K in Q1 2023. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Mendota Financial Group reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 9 Salesforce shares in Q4 2024, an estimated $2.46K.
  • Mendota Financial Group first reported a position in Salesforce in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Salesforce position peaked at $71.6K in Q1 2023.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.