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RFP Financial Group’s Salesforce CRM Stock Holding History

RFP Financial 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
-371
Closed -$95.4K – 251
2024
Q2 		$95.4K Sell
371
-16
-4% -$4.28K 0.04% 168
2024
Q1 		$117K Buy
387
+61
+19% +$17.6K 0.05% 134
2023
Q4 		$85.8K Sell
326
-104
-24% -$23.5K 0.04% 158
2023
Q3 		$87.2K Hold
430
– – 0.04% 153
2023
Q2 		$90.8K Buy
430
+150
+54% +$30.6K 0.04% 158
2023
Q1 		$55.9K Sell
280
-150
-35% -$25.3K 0.06% 107
2022
Q4 		$57K Buy
+430
New +$62.7K 0.03% 183

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

RFP Financial Group's CRM Position: Q3 2024 in Review

RFP Financial Group sold out of Salesforce (CRM) in Q3 2024, closing a stake of 371 shares — an estimated $95.4K sold.

RFP Financial Group first reported a position in CRM in Q4 2022 and held it in 7 quarters. The position peaked at $117K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • RFP Financial Group reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 371 Salesforce shares in Q3 2024, an estimated $95.4K.
  • RFP Financial Group first reported a position in Salesforce in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Salesforce position peaked at $117K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.