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Register Financial Advisors’s Salesforce CRM Stock Holding History

Register Financial 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
-180
Closed -$46.3K – 393
2024
Q2 		$46.3K Sell
180
-457
-72% -$122K 0.02% 355
2024
Q1 		$192K Buy
+637
New +$184K 0.1% 171
2023
Q4 		– Sell
-91
Closed -$18.5K – 377
2023
Q3 		$18.5K Sell
91
-53
-37% -$11.5K 0.01% 353
2023
Q2 		$30.4K Sell
144
-125
-46% -$25.5K 0.02% 301
2023
Q1 		$53.7K Sell
269
-15
-5% -$2.53K 0.04% 242
2022
Q4 		$37.7K Buy
+284
New +$41.4K 0.02% 418

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

Register Financial Advisors's CRM Position: Q3 2024 in Review

Register Financial Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 180 shares — an estimated $46.3K sold.

Register Financial Advisors first reported a position in CRM in Q4 2022 and held it in 6 quarters. The position peaked at $192K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Register Financial Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 180 Salesforce shares in Q3 2024, an estimated $46.3K.
  • Register Financial Advisors first reported a position in Salesforce in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Salesforce position peaked at $192K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.