SWM
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Silverlake Wealth Management’s Salesforce CRM Stock Holding History

Silverlake 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 		– Sell
-894
Closed -$245K – 272
2024
Q3 		$245K Buy
894
+65
+8% +$16.6K 0.09% 232
2024
Q2 		$213K Sell
829
-196
-19% -$52.4K 0.09% 255
2024
Q1 		$309K Buy
1,025
+25
+3% +$7.21K 0.16% 167
2023
Q4 		$263K Sell
1,000
-1,519
-60% -$344K 0.15% 180
2023
Q3 		$511K Buy
2,519
+626
+33% +$135K 0.29% 92
2023
Q2 		$400K Hold
1,893
– – 0.22% 116
2023
Q1 		$378K Sell
1,893
-48
-2% -$8.11K 0.23% 116
2022
Q4 		$257K Buy
1,941
+49
+3% +$7.15K 0.16% 164
2022
Q3 		$272K Buy
1,892
+6
+0.3% +$1.02K 0.18% 140
2022
Q2 		$311K Buy
1,886
+18
+1% +$3.18K 0.2% 132
2022
Q1 		$397K Buy
1,868
+408
+28% +$87.8K 0.23% 123
2021
Q4 		$371K Buy
+1,460
New +$410K 0.2% 125

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

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

Silverlake Wealth Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 894 shares — an estimated $245K sold.

Silverlake Wealth Management first reported a position in CRM in Q4 2021 and held it in 12 quarters. The position peaked at $511K in Q3 2023. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Silverlake Wealth Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 894 Salesforce shares in Q4 2024, an estimated $245K.
  • Silverlake Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 12 quarters.
  • Silverlake Wealth Management's Salesforce position peaked at $511K in Q3 2023.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Silverlake Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.