SWM
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Sanctuary Wealth Management’s Salesforce CRM Stock Holding History

Sanctuary 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
Q4 		$4.35K Hold
13
– – ﹤0.01% 201
2024
Q3 		$3.56K Hold
13
– – ﹤0.01% 215
2024
Q2 		$3.34K Buy
13
+7
+117% +$1.87K ﹤0.01% 196
2024
Q1 		$1.81K Hold
6
– – ﹤0.01% 209
2023
Q4 		$1.58K Hold
6
– – ﹤0.01% 219
2023
Q3 		$1.22K Hold
6
– – ﹤0.01% 221
2023
Q2 		$1.27K Buy
+6
New +$1.23K ﹤0.01% 231
2022
Q4 		$57.4K Buy
+433
New +$63.2K 0.07% 68

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

Sanctuary Wealth Management's CRM Position: Q4 2024 in Review

Sanctuary Wealth Management held its Salesforce (CRM) position steady in Q4 2024 at 13 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Sanctuary Wealth Management first reported a position in CRM in Q4 2022 and has held it in 8 quarters since. The position peaked at $57.4K in Q4 2022. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Sanctuary Wealth Management held 13 shares of Salesforce worth $4.35K as of Q4 2024.
  • Sanctuary Wealth Management left its Salesforce share count unchanged in Q4 2024.
  • Salesforce made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #201 holding.
  • Sanctuary Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Salesforce position peaked at $57.4K in Q4 2022.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.