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Redwood Wealth Management Group’s Salesforce CRM Stock Holding History

Redwood 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
2024
Q3 		– Sell
-328
Closed -$84.3K – 361
2024
Q2 		$84.3K Buy
+328
New +$87.8K 0.06% 227

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

Redwood Wealth Management Group's CRM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Salesforce (CRM) in Q3 2024, closing a stake of 328 shares — an estimated $84.3K sold.

Redwood Wealth Management Group first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $84.3K in Q2 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 328 Salesforce shares in Q3 2024, an estimated $84.3K.
  • Redwood Wealth Management Group first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Salesforce position peaked at $84.3K in Q2 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.