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Private Portfolio Partners’s Salesforce CRM Stock Holding History

Private Portfolio 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
Q4 		$564K Buy
1,688
+69
+4% +$22K 0.1% 149
2024
Q3 		$443K Buy
+1,619
New +$415K 0.08% 178
2024
Q2 		– Sell
-1,650
Closed -$497K – 117
2024
Q1 		$497K Sell
1,650
-35
-2% -$10.1K 0.1% 153
2023
Q4 		$443K Hold
1,685
– – 0.1% 160
2023
Q3 		$342K Sell
1,685
-29
-2% -$6.27K 0.09% 180
2023
Q2 		$362K Buy
1,714
+3
+0.2% +$612 0.09% 169
2023
Q1 		$342K Sell
1,711
-36
-2% -$6.08K 0.09% 170
2022
Q4 		$232K Sell
1,747
-25
-1% -$3.65K 0.06% 239
2022
Q3 		$255K Sell
1,772
-7
-0.4% -$1.19K 0.07% 219
2022
Q2 		$294K Sell
1,779
-53
-3% -$9.37K 0.08% 198
2022
Q1 		$389K Buy
1,832
+165
+10% +$35.5K 0.1% 186
2021
Q4 		$424K Buy
1,667
+110
+7% +$30.9K 0.11% 168
2021
Q3 		$422K Buy
1,557
+37
+2% +$9.4K 0.12% 165
2021
Q2 		$371K Sell
1,520
-25
-2% -$5.76K 0.11% 177
2021
Q1 		$327K Buy
1,545
+65
+4% +$14.5K 0.11% 176
2020
Q4 		$329K Buy
1,480
+105
+8% +$25.5K 0.12% 160
2020
Q3 		$346K Buy
1,375
+85
+7% +$18.6K 0.14% 145
2020
Q2 		$242K Sell
1,290
-104
-7% -$17.5K 0.11% 162
2020
Q1 		$201K Buy
+1,394
New +$239K 0.11% 176

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

Private Portfolio Partners's CRM Position: Q4 2024 in Review

Private Portfolio Partners increased its Salesforce (CRM) stake by 4.3% in Q4 2024, buying an estimated $22K and bringing the position to 1,688 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #149.

Private Portfolio Partners first reported a position in CRM in Q1 2020 and has held it in 19 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Private Portfolio Partners held 1,688 shares of Salesforce worth $564K as of Q4 2024.
  • Private Portfolio Partners bought 69 Salesforce shares in Q4 2024, an estimated $22K.
  • Salesforce made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #149 holding.
  • Private Portfolio Partners first reported a position in Salesforce in Q1 2020 and has held it in 19 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.