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Peninsula Wealth’s Salesforce CRM Stock Holding History

Peninsula 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 		$631K Buy
1,886
+47
+3% +$15K 0.11% 63
2024
Q3 		$535K Buy
1,839
+114
+7% +$29.2K 0.09% 70
2024
Q2 		$438K Sell
1,725
-34
-2% -$9.1K 0.08% 70
2024
Q1 		$530K Buy
1,759
+8
+0.5% +$2.31K 0.11% 64
2023
Q4 		$461K Buy
1,751
+231
+15% +$52.3K 0.1% 60
2023
Q3 		$307K Sell
1,520
-139
-8% -$30K 0.07% 66
2023
Q2 		$350K Sell
1,659
-14
-0.8% -$2.86K 0.09% 54
2023
Q1 		$334K Sell
1,673
-119
-7% -$20.1K 0.1% 52
2022
Q4 		$238K Hold
1,792
– – 0.07% 66
2022
Q3 		$258K Buy
+1,792
New +$304K 0.09% 58
2022
Q1 		– Sell
-959
Closed -$244K – 68
2021
Q4 		$244K Buy
+959
New +$269K 0.07% 62
2020
Q4 		– Sell
-912
Closed -$229K – 28
2020
Q3 		$229K Buy
+912
New +$200K 0.1% 49

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

Peninsula Wealth's CRM Position: Q4 2024 in Review

Peninsula Wealth increased its Salesforce (CRM) stake by 2.6% in Q4 2024, buying an estimated $15K and bringing the position to 1,886 shares worth $631K. The position accounts for 0.11% of the portfolio, ranked #63.

Peninsula Wealth first reported a position in CRM in Q3 2020 and has held it in 12 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Peninsula Wealth held 1,886 shares of Salesforce worth $631K as of Q4 2024.
  • Peninsula Wealth bought 47 Salesforce shares in Q4 2024, an estimated $15K.
  • Salesforce made up 0.11% of Peninsula Wealth's portfolio in Q4 2024, its #63 holding.
  • Peninsula Wealth first reported a position in Salesforce in Q3 2020 and has held it in 12 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.