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Obsidian Personal Planning Solutions’s Salesforce CRM Stock Holding History

Obsidian Personal Planning Solutions’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
Q2 		– Sell
-847
Closed -$228K – 100
2024
Q1 		$228K Sell
847
-33
-4% -$9.52K 0.15% 84
2023
Q4 		$232K Buy
+880
New +$199K 0.18% 72

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 $336B AUM 34.66% 1-Year Est. Return

Obsidian Personal Planning Solutions's CRM Position: Q2 2024 in Review

Obsidian Personal Planning Solutions sold out of Salesforce (CRM) in Q2 2024, closing a stake of 847 shares — an estimated $228K sold.

Obsidian Personal Planning Solutions first reported a position in CRM in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Obsidian Personal Planning Solutions reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 847 Salesforce shares in Q2 2024, an estimated $228K.
  • Obsidian Personal Planning Solutions first reported a position in Salesforce in Q4 2023 and held it in 2 quarters.
  • Obsidian Personal Planning Solutions's Salesforce position peaked at $232K in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2024, filed 25 Jul 2024.