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Provence Wealth Management Group’s Salesforce CRM Stock Holding History

Provence Wealth Management 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
Q4 		$632K Buy
2,403
+313
+15% +$70.8K 0.34% 64
2023
Q3 		$424K Buy
2,090
+45
+2% +$9.72K 0.26% 77
2023
Q2 		$432K Buy
2,045
+39
+2% +$7.96K 0.25% 75
2023
Q1 		$401K Buy
+2,006
New +$339K 0.27% 77

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Provence Wealth Management Group's CRM Position: Q4 2023 in Review

Provence Wealth Management Group increased its Salesforce (CRM) stake by 15% in Q4 2023, buying an estimated $70.8K and bringing the position to 2,403 shares worth $632K. The position accounts for 0.34% of the portfolio, ranked #64.

Provence Wealth Management Group first reported a position in CRM in Q1 2023 and has held it in 4 quarters since. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Provence Wealth Management Group held 2,403 shares of Salesforce worth $632K as of Q4 2023.
  • Provence Wealth Management Group bought 313 Salesforce shares in Q4 2023, an estimated $70.8K.
  • Salesforce made up 0.34% of Provence Wealth Management Group's portfolio in Q4 2023, its #64 holding.
  • Provence Wealth Management Group first reported a position in Salesforce in Q1 2023 and has held it in 4 quarters since.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.