Rainsberger Wealth Advisors’s Salesforce CRM Stock Holding History

Rainsberger Wealth Advisors’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	$1.26M	Sell	4,791 -115	-2%	-$26K	0.69%	44
2023 Q3	$995K	Buy	4,906 +19	+0.4%	+$4.11K	0.61%	48
2023 Q2	$1.03M	Sell	4,887 -71	-1%	-$14.5K	0.62%	45
2023 Q1	$991K	Sell	4,958 -60	-1%	-$10.1K	0.59%	47
2022 Q4	$665K	Sell	5,018 -78	-2%	-$11.4K	0.42%	53
2022 Q3	$733K	Buy	5,096 +105	+2%	+$17.8K	0.5%	45
2022 Q2	$824K	Sell	4,991 -122	-2%	-$21.6K	0.6%	41
2022 Q1	$1.09M	Hold	5,113	–	–	0.7%	39
2021 Q4	$1.3M	Buy	+5,113	New	+$1.44M	0.76%	36

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rainsberger Wealth Advisors's CRM Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Salesforce (CRM) stake by 2.3% in Q4 2023, selling an estimated $26K and leaving 4,791 shares worth $1.26M. The position accounts for 0.69% of the portfolio, ranked #44.

Rainsberger Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Rainsberger Wealth Advisors held 4,791 shares of Salesforce worth $1.26M as of Q4 2023.
Rainsberger Wealth Advisors sold 115 Salesforce shares in Q4 2023, an estimated $26K.
Salesforce made up 0.69% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #44 holding.
Rainsberger Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Salesforce position peaked at $1.3M in Q4 2021.
2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.