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New World Advisors’s Salesforce CRM Stock Holding History

New World 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
Q3 		– Sell
-2,234
Closed -$574K – 79
2024
Q2 		$574K Sell
2,234
-8
-0.4% -$2.14K 0.16% 23
2024
Q1 		$675K Sell
2,242
-7
-0.3% -$2.02K 0.2% 20
2023
Q4 		$592K Buy
2,249
+4
+0.2% +$905 0.18% 22
2023
Q3 		$455K Sell
2,245
-7
-0.3% -$1.51K 0.16% 21
2023
Q2 		$476K Sell
2,252
-636
-22% -$130K 0.17% 22
2023
Q1 		$577K Sell
2,888
-346
-11% -$58.4K 0.22% 15
2022
Q4 		$429K Buy
3,234
+972
+43% +$142K 0.15% 30
2022
Q3 		$325K Buy
2,262
+352
+18% +$59.7K 0.15% 29
2022
Q2 		$313K Buy
1,910
+130
+7% +$23K 0.17% 39
2022
Q1 		$315K Buy
1,780
+92
+5% +$19.8K 0.17% 42
2021
Q4 		$429K Buy
1,688
+45
+3% +$12.6K 0.2% 35
2021
Q3 		$481K Buy
+1,643
New +$417K 0.22% 23

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

New World Advisors's CRM Position: Q3 2024 in Review

New World Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,234 shares — an estimated $574K sold.

New World Advisors first reported a position in CRM in Q3 2021 and held it in 12 quarters. The position peaked at $675K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • New World Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • New World Advisors sold 2,234 Salesforce shares in Q3 2024, an estimated $574K.
  • New World Advisors first reported a position in Salesforce in Q3 2021 and held it in 12 quarters.
  • New World Advisors's Salesforce position peaked at $675K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on New World Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.