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Peterson Financial Group’s Salesforce CRM Stock Holding History

Peterson Financial Group’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 		$20.5K Buy
+75
New +$19.2K 0.08% 149
2023
Q1 		– Sell
-4,381
Closed -$581K – 32
2022
Q4 		$581K Sell
4,381
-2,352
-35% -$343K 0.77% 54
2022
Q3 		$968K Buy
+6,733
New +$1.14M 0.94% 46

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

Peterson Financial Group's CRM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Salesforce (CRM) in Q3 2024: 75 shares worth $20.5K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in CRM as recently as Q4 2022.

Peterson Financial Group first reported a position in CRM in Q3 2022 and has held it in 3 quarters since. The position peaked at $968K in Q3 2022. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Peterson Financial Group held 75 shares of Salesforce worth $20.5K as of Q3 2024.
  • Salesforce was a new Peterson Financial Group position in Q3 2024.
  • Salesforce made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #149 holding.
  • Peterson Financial Group first reported a position in Salesforce in Q3 2022 and has held it in 3 quarters since.
  • Peterson Financial Group's Salesforce position peaked at $968K in Q3 2022.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.