RF
CRM icon

RHS Financial’s Salesforce CRM Stock Holding History

RHS Financial’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
Q4 		– Sell
-748
Closed -$205K – 137
2024
Q3 		$205K Buy
+748
New +$192K 0.1% 131
2024
Q2 		– Sell
-808
Closed -$243K – 81
2024
Q1 		$243K Buy
+808
New +$233K 0.14% 98
2021
Q4 		– Sell
-763
Closed -$207K – 86
2021
Q3 		$207K Sell
763
-176
-19% -$44.7K 0.15% 84
2021
Q2 		$229K Sell
939
-199
-17% -$45.9K 0.17% 78
2021
Q1 		$241K Sell
1,138
-314
-22% -$69.9K 0.2% 64
2020
Q4 		$323K Sell
1,452
-525
-27% -$128K 0.28% 59
2020
Q3 		$497K Buy
+1,977
New +$433K 0.5% 49

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RHS Financial's CRM Position: Q4 2024 in Review

RHS Financial sold out of Salesforce (CRM) in Q4 2024, closing a stake of 748 shares — an estimated $205K sold.

RHS Financial first reported a position in CRM in Q3 2020 and held it in 7 quarters. The position peaked at $497K in Q3 2020. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • RHS Financial reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • RHS Financial sold 748 Salesforce shares in Q4 2024, an estimated $205K.
  • RHS Financial first reported a position in Salesforce in Q3 2020 and held it in 7 quarters.
  • RHS Financial's Salesforce position peaked at $497K in Q3 2020.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on RHS Financial's 13F filing for Q4 2024, filed 24 Jan 2025.