Paladin Wealth’s Salesforce CRM Stock Holding History

Paladin 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 Q4	–	Sell	-582	Closed	-$159K	–	128
2024 Q3	$159K	Buy	+582	New	+$149K	0.14%	113

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Paladin Wealth's CRM Position: Q4 2024 in Review

Paladin Wealth sold out of Salesforce (CRM) in Q4 2024, closing a stake of 582 shares — an estimated $159K sold.

Paladin Wealth first reported a position in CRM in Q3 2024 and held it in 1 quarter. The position peaked at $159K in Q3 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Paladin Wealth reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 582 Salesforce shares in Q4 2024, an estimated $159K.
Paladin Wealth first reported a position in Salesforce in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Salesforce position peaked at $159K in Q3 2024.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

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