REDW Wealth’s Salesforce CRM Stock Holding History

REDW Wealth’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	-697	Closed	-$210K	–	158
2024 Q1	$210K	Buy	+697	New	+$201K	0.06%	157

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

REDW Wealth's CRM Position: Q2 2024 in Review

REDW Wealth sold out of Salesforce (CRM) in Q2 2024, closing a stake of 697 shares — an estimated $210K sold.

REDW Wealth first reported a position in CRM in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

REDW Wealth reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
REDW Wealth sold 697 Salesforce shares in Q2 2024, an estimated $210K.
REDW Wealth first reported a position in Salesforce in Q1 2024 and held it in 1 quarter.
REDW Wealth's Salesforce position peaked at $210K in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on REDW Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.