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Precedent Wealth Partners’s Salesforce CRM Stock Holding History

Precedent Wealth Partners’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
-904
Closed -$272K – 137
2024
Q1 		$272K Hold
904
– – 0.12% 121
2023
Q4 		$238K Buy
+904
New +$205K 0.12% 123

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

Precedent Wealth Partners's CRM Position: Q2 2024 in Review

Precedent Wealth Partners sold out of Salesforce (CRM) in Q2 2024, closing a stake of 904 shares — an estimated $272K sold.

Precedent Wealth Partners first reported a position in CRM in Q4 2023 and held it in 2 quarters. The position peaked at $272K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Precedent Wealth Partners reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Precedent Wealth Partners sold 904 Salesforce shares in Q2 2024, an estimated $272K.
  • Precedent Wealth Partners first reported a position in Salesforce in Q4 2023 and held it in 2 quarters.
  • Precedent Wealth Partners's Salesforce position peaked at $272K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Precedent Wealth Partners's 13F filing for Q2 2024, filed 23 Jul 2024.