RCA
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Ranch Capital Advisors’s Salesforce CRM Stock Holding History

Ranch Capital 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
2024
Q3 		– Sell
-798
Closed -$205K – 150
2024
Q2 		$205K Hold
798
– – 0.11% 142
2024
Q1 		$240K Buy
+798
New +$230K 0.13% 135
2022
Q1 		– Sell
-1,006
Closed -$256K – 164
2021
Q4 		$256K Sell
1,006
-2
-0.2% -$562 0.17% 136
2021
Q3 		$273K Buy
1,008
+88
+10% +$22.3K 0.17% 130
2021
Q2 		$224K Sell
920
-45
-5% -$10.4K 0.13% 154
2021
Q1 		$204K Sell
965
-292
-23% -$65K 0.13% 150
2020
Q4 		$279K Buy
1,257
+321
+34% +$78.1K 0.2% 120
2020
Q3 		$254K Sell
936
-40
-4% -$8.76K 0.2% 117
2020
Q2 		$192K Sell
976
-276
-22% -$46.5K 0.15% 144
2020
Q1 		$180K Buy
1,252
+485
+63% +$83.2K 0.18% 124
2019
Q4 		$125K Sell
767
-201
-21% -$31.5K 0.1% 186
2019
Q3 		$144K Buy
+968
New +$147K 0.15% 169

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

Ranch Capital Advisors's CRM Position: Q3 2024 in Review

Ranch Capital Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 798 shares — an estimated $205K sold.

Ranch Capital Advisors first reported a position in CRM in Q3 2019 and held it in 12 quarters. The position peaked at $279K in Q4 2020. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Ranch Capital Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 798 Salesforce shares in Q3 2024, an estimated $205K.
  • Ranch Capital Advisors first reported a position in Salesforce in Q3 2019 and held it in 12 quarters.
  • Ranch Capital Advisors's Salesforce position peaked at $279K in Q4 2020.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Ranch Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.