SWM
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SFG Wealth Management’s Salesforce CRM Stock Holding History

SFG 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
Q2 		– Sell
-1,049
Closed -$316K – 91
2024
Q1 		$316K Buy
1,049
+24
+2% +$6.92K 0.19% 73
2023
Q4 		$270K Hold
1,025
– – 0.18% 80
2023
Q3 		$208K Hold
1,025
– – 0.17% 90
2023
Q2 		$217K Hold
1,025
– – 0.18% 89
2023
Q1 		$205K Buy
+1,025
New +$173K 0.23% 74
2022
Q2 		– Sell
-1,180
Closed -$251K – 84
2022
Q1 		$251K Buy
1,180
+25
+2% +$5.38K 0.24% 72
2021
Q4 		$294K Buy
+1,155
New +$325K 0.26% 75

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

SFG Wealth Management's CRM Position: Q2 2024 in Review

SFG Wealth Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,049 shares — an estimated $316K sold.

SFG Wealth Management first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $316K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • SFG Wealth Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 1,049 Salesforce shares in Q2 2024, an estimated $316K.
  • SFG Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
  • SFG Wealth Management's Salesforce position peaked at $316K in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.