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MGO Private Wealth’s Salesforce CRM Stock Holding History

MGO Private Wealth’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
-883
Closed -$232K – 82
2023
Q4 		$232K Buy
+883
New +$200K 0.16% 66
2023
Q2 		– Sell
-1,079
Closed -$216K – 70
2023
Q1 		$216K Buy
+1,079
New +$182K 0.17% 68
2022
Q4 		– Sell
-1,562
Closed -$225K – 132
2022
Q3 		$225K Buy
+1,562
New +$265K 0.11% 118

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

MGO Private Wealth's CRM Position: Q1 2024 in Review

MGO Private Wealth sold out of Salesforce (CRM) in Q1 2024, closing a stake of 883 shares — an estimated $232K sold.

MGO Private Wealth first reported a position in CRM in Q3 2022 and held it in 3 quarters. The position peaked at $232K in Q4 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • MGO Private Wealth reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • MGO Private Wealth sold 883 Salesforce shares in Q1 2024, an estimated $232K.
  • MGO Private Wealth first reported a position in Salesforce in Q3 2022 and held it in 3 quarters.
  • MGO Private Wealth's Salesforce position peaked at $232K in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on MGO Private Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.