SWM
CRM icon

Salvus Wealth Management’s Salesforce CRM Stock Holding History

Salvus Wealth Management’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
-2,427
Closed -$624K – 116
2024
Q2 		$624K Buy
2,427
+53
+2% +$14.2K 0.43% 63
2024
Q1 		$715K Sell
2,374
-17
-0.7% -$4.91K 0.49% 57
2023
Q4 		$629K Buy
2,391
+8
+0.3% +$1.81K 0.45% 63
2023
Q3 		$483K Buy
2,383
+226
+10% +$48.8K 0.38% 71
2023
Q2 		$456K Buy
2,157
+38
+2% +$7.76K 0.35% 76
2023
Q1 		$423K Buy
2,119
+299
+16% +$50.5K 0.34% 78
2022
Q4 		$241K Sell
1,820
-230
-11% -$33.6K 0.22% 85
2022
Q3 		$295K Buy
2,050
+53
+3% +$8.99K 0.28% 85
2022
Q2 		$330K Buy
1,997
+65
+3% +$11.5K 0.3% 83
2022
Q1 		$410K Buy
1,932
+252
+15% +$54.2K 0.31% 76
2021
Q4 		$427K Buy
1,680
+292
+21% +$82K 0.31% 68
2021
Q3 		$376K Buy
1,388
+334
+32% +$84.8K 0.31% 69
2021
Q2 		$258K Buy
+1,054
New +$243K 0.22% 82

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

Salvus Wealth Management's CRM Position: Q3 2024 in Review

Salvus Wealth Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,427 shares — an estimated $624K sold.

Salvus Wealth Management first reported a position in CRM in Q2 2021 and held it in 13 quarters. The position peaked at $715K in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Salvus Wealth Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Salvus Wealth Management sold 2,427 Salesforce shares in Q3 2024, an estimated $624K.
  • Salvus Wealth Management first reported a position in Salesforce in Q2 2021 and held it in 13 quarters.
  • Salvus Wealth Management's Salesforce position peaked at $715K in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Salvus Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.