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Polaris Wealth Advisory Group’s Salesforce CRM Stock Holding History

Polaris Wealth Advisory 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
2023
Q3 		$2.22M Buy
10,940
+2,864
+35% +$619K 0.17% 99
2023
Q2 		$1.71M Buy
8,076
+6,283
+350% +$1.28M 0.13% 100
2023
Q1 		$358K Buy
1,793
+10
+0.6% +$1.69K 0.03% 145
2022
Q4 		$258K Hold
1,783
– – 0.02% 157
2022
Q3 		$260K Sell
1,783
-15,487
-90% -$2.63M 0.02% 144
2022
Q2 		$2.85M Buy
17,270
+15,888
+1,150% +$2.81M 0.23% 68
2022
Q1 		$277K Sell
1,382
-35,740
-96% -$7.69M 0.02% 138
2021
Q4 		$9.43M Sell
37,122
-429
-1% -$121K 0.54% 58
2021
Q3 		$10.3M Buy
37,551
+32,860
+700% +$8.35M 0.62% 54
2021
Q2 		$1.15M Sell
4,691
-826
-15% -$190K 0.07% 92
2021
Q1 		$1.28M Buy
5,517
+4,135
+299% +$921K 0.08% 91
2020
Q4 		$307K Hold
1,382
– – 0.02% 152
2020
Q3 		$348K Sell
1,382
-52
-4% -$11.4K 0.03% 124
2020
Q2 		$275K Sell
1,434
-218
-13% -$36.7K 0.02% 125
2020
Q1 		$238K Buy
1,652
+266
+19% +$45.6K 0.03% 107
2019
Q4 		$253K Sell
1,386
-285
-17% -$44.7K 0.02% 131
2019
Q3 		$241K Sell
1,671
-311
-16% -$47.3K 0.02% 134
2019
Q2 		$305K Buy
1,982
+600
+43% +$94K 0.02% 122
2019
Q1 		$223K Buy
+1,382
New +$214K 0.02% 147
2018
Q4 		– Sell
-1,382
Closed -$220K – 209
2018
Q3 		$220K Buy
+1,382
New +$205K 0.02% 150
2018
Q2 		– Sell
-1,332
Closed -$155K – 288
2018
Q1 		$155K Buy
+1,332
New +$153K 0.01% 149

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Polaris Wealth Advisory Group's CRM Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Salesforce (CRM) stake by 35% in Q3 2023, buying an estimated $619K and bringing the position to 10,940 shares worth $2.22M. The position accounts for 0.17% of the portfolio, ranked #99.

Polaris Wealth Advisory Group first reported a position in CRM in Q1 2018 and has held it in 21 quarters since. The position peaked at $10.3M in Q3 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Polaris Wealth Advisory Group held 10,940 shares of Salesforce worth $2.22M as of Q3 2023.
  • Polaris Wealth Advisory Group bought 2,864 Salesforce shares in Q3 2023, an estimated $619K.
  • Salesforce made up 0.17% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #99 holding.
  • Polaris Wealth Advisory Group first reported a position in Salesforce in Q1 2018 and has held it in 21 quarters since.
  • Polaris Wealth Advisory Group's Salesforce position peaked at $10.3M in Q3 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.