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Rinkey Investments’s Salesforce CRM Stock Holding History

Rinkey Investments’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
-3,227
Closed -$830K – 84
2024
Q2 		$830K Buy
+3,227
New +$863K 0.3% 36
2022
Q1 		– Sell
-25
Closed -$5K – 77
2021
Q4 		$5K Buy
+25
New +$7.03K ﹤0.01% 186

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rinkey Investments's CRM Position: Q3 2024 in Review

Rinkey Investments sold out of Salesforce (CRM) in Q3 2024, closing a stake of 3,227 shares — an estimated $830K sold.

Rinkey Investments first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $830K in Q2 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Rinkey Investments reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Rinkey Investments sold 3,227 Salesforce shares in Q3 2024, an estimated $830K.
  • Rinkey Investments first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
  • Rinkey Investments's Salesforce position peaked at $830K in Q2 2024.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Rinkey Investments's 13F filing for Q3 2024, filed 13 Nov 2024.