Ropes Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $758K | Sell |
3,739
-120
| -3% | -$25.9K | 0.15% | 123 |
|
|
2023
Q2 | $815K | Buy |
3,859
+143
| +4% | +$29.2K | 0.14% | 131 |
|
|
2023
Q1 | $742K | Buy |
3,716
+27
| +0.7% | +$4.56K | 0.13% | 140 |
|
|
2022
Q4 | $489K | Buy |
3,689
+254
| +7% | +$37.1K | 0.09% | 171 |
|
|
2022
Q3 | $494K | Buy |
3,435
+20
| +0.6% | +$3.39K | 0.1% | 154 |
|
|
2022
Q2 | $564K | Buy |
3,415
+71
| +2% | +$12.5K | 0.12% | 154 |
|
|
2022
Q1 | $710K | Sell |
3,344
-21
| -0.6% | -$4.52K | 0.12% | 157 |
|
|
2021
Q4 | $855K | Sell |
3,365
-34
| -1% | -$9.55K | 0.15% | 120 |
|
|
2021
Q3 | $922K | Buy |
3,399
+63
| +2% | +$16K | 0.15% | 120 |
|
|
2021
Q2 | $815K | Buy |
3,336
+248
| +8% | +$57.2K | 0.13% | 135 |
|
|
2021
Q1 | $666K | Buy |
3,088
+67
| +2% | +$14.9K | 0.12% | 141 |
|
|
2020
Q4 | $672K | Buy |
3,021
+31
| +1% | +$7.54K | 0.1% | 130 |
|
|
2020
Q3 | $751K | Sell |
2,990
-47
| -2% | -$10.3K | 0.15% | 112 |
|
|
2020
Q2 | $569K | Buy |
3,037
+52
| +2% | +$8.76K | 0.12% | 123 |
|
|
2020
Q1 | $430K | Buy |
2,985
+68
| +2% | +$11.7K | 0.11% | 130 |
|
|
2019
Q4 | $474K | Buy |
2,917
+35
| +1% | +$5.49K | 0.1% | 145 |
|
|
2019
Q3 | $428K | Buy |
2,882
+115
| +4% | +$17.5K | 0.09% | 147 |
|
|
2019
Q2 | $420K | Buy |
2,767
+18
| +0.7% | +$2.82K | 0.09% | 154 |
|
|
2019
Q1 | $435K | Hold |
2,749
| – | – | 0.12% | 153 |
|
|
2018
Q4 | $377K | Sell |
2,749
-413
| -13% | -$56.8K | 0.11% | 154 |
|
|
2018
Q3 | $503K | Hold |
3,162
| – | – | 0.12% | 145 |
|
|
2018
Q2 | $431K | Hold |
3,162
| – | – | 0.12% | 148 |
|
|
2018
Q1 | $368K | Hold |
3,162
| – | – | 0.1% | 167 |
|
|
2017
Q4 | $323K | Sell |
3,162
-800
| -20% | -$81.5K | 0.08% | 177 |
|
|
2017
Q3 | $370K | Buy |
3,962
+265
| +7% | +$24.4K | 0.1% | 165 |
|
|
2017
Q2 | $320K | Buy |
3,697
+169
| +5% | +$14.7K | 0.09% | 179 |
|
|
2017
Q1 | $291K | Buy |
3,528
+1,401
| +66% | +$112K | 0.08% | 188 |
|
|
2016
Q4 | $146K | Buy |
2,127
+331
| +18% | +$24K | 0.05% | 229 |
|
|
2016
Q3 | $128K | Hold |
1,796
| – | – | 0.04% | 225 |
|
|
2016
Q2 | $143K | Buy |
1,796
+1,009
| +128% | +$79.2K | 0.05% | 205 |
|
|
2016
Q1 | $58K | Buy |
787
+778
| +8,644% | +$53.6K | 0.03% | 207 |
|
|
2015
Q4 | $1K | Buy |
+9
| New | +$703 | ﹤0.01% | 417 |
|
Other funds holding CRM
Ropes Wealth Advisors's CRM Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Salesforce (CRM) stake by 3.1% in Q3 2023, selling an estimated $25.9K and leaving 3,739 shares worth $758K. The position accounts for 0.15% of the portfolio, ranked #123.
Ropes Wealth Advisors first reported a position in CRM in Q4 2015 and has held it in 32 quarters since. The position peaked at $922K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.
- Ropes Wealth Advisors held 3,739 shares of Salesforce worth $758K as of Q3 2023.
- Ropes Wealth Advisors sold 120 Salesforce shares in Q3 2023, an estimated $25.9K.
- Salesforce made up 0.15% of Ropes Wealth Advisors's portfolio in Q3 2023, its #123 holding.
- Ropes Wealth Advisors first reported a position in Salesforce in Q4 2015 and has held it in 32 quarters since.
- Ropes Wealth Advisors's Salesforce position peaked at $922K in Q3 2021.
- 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.