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Precision Wealth Strategies’s Salesforce CRM Stock Holding History

Precision Wealth Strategies’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
-1,101
Closed -$332K – 110
2024
Q1 		$332K Sell
1,101
-326
-23% -$94.1K 0.31% 74
2023
Q4 		$376K Sell
1,427
-16
-1% -$3.62K 0.36% 50
2023
Q3 		$293K Buy
+1,443
New +$312K 0.32% 61

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

Precision Wealth Strategies's CRM Position: Q2 2024 in Review

Precision Wealth Strategies sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,101 shares — an estimated $332K sold.

Precision Wealth Strategies first reported a position in CRM in Q3 2023 and held it in 3 quarters. The position peaked at $376K in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Precision Wealth Strategies reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,101 Salesforce shares in Q2 2024, an estimated $332K.
  • Precision Wealth Strategies first reported a position in Salesforce in Q3 2023 and held it in 3 quarters.
  • Precision Wealth Strategies's Salesforce position peaked at $376K in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Precision Wealth Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.