MWA
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MFA Wealth Advisors’s Salesforce CRM Stock Holding History

MFA Wealth 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
2024
Q4 		– Sell
-374
Closed -$102K – 136
2024
Q3 		$102K Hold
374
– – 0.02% 131
2024
Q2 		$96.2K Buy
+374
New +$100K 0.02% 134
2020
Q3 		– Sell
-342
Closed -$64.1K – 69
2020
Q2 		$64.1K Buy
+342
New +$57.6K 0.04% 65

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

MFA Wealth Advisors's CRM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 374 shares — an estimated $102K sold.

MFA Wealth Advisors first reported a position in CRM in Q2 2020 and held it in 3 quarters. The position peaked at $102K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 374 Salesforce shares in Q4 2024, an estimated $102K.
  • MFA Wealth Advisors first reported a position in Salesforce in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Salesforce position peaked at $102K in Q3 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.