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Solidarity Wealth’s Salesforce CRM Stock Holding History

Solidarity Wealth’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
Q1 		– Sell
-3,264
Closed -$859K – 86
2023
Q4 		$859K Buy
+3,264
New +$739K 0.31% 48
2022
Q3 		$761K Buy
+5,264
New +$893K 0.44% 52
2022
Q2 		– Sell
-1,454
Closed -$278K – 110
2022
Q1 		$278K Buy
+1,454
New +$313K 0.16% 98

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Solidarity Wealth's CRM Position: Q1 2024 in Review

Solidarity Wealth sold out of Salesforce (CRM) in Q1 2024, closing a stake of 3,264 shares — an estimated $859K sold.

Solidarity Wealth first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $859K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Solidarity Wealth reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Solidarity Wealth sold 3,264 Salesforce shares in Q1 2024, an estimated $859K.
  • Solidarity Wealth first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
  • Solidarity Wealth's Salesforce position peaked at $859K in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Solidarity Wealth's 13F filing for Q1 2024, filed 14 May 2024.