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Source Financial Advisors’s Salesforce CRM Stock Holding History

Source Financial Advisors’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 		$222K Buy
+812
New +$208K 0.07% 111
2024
Q2 		– Sell
-816
Closed -$246K – 117
2024
Q1 		$246K Buy
816
+12
+1% +$3.46K 0.07% 103
2023
Q4 		$212K Buy
+804
New +$182K 0.07% 118

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

Source Financial Advisors's CRM Position: Q3 2024 in Review

Source Financial Advisors opened a new position in Salesforce (CRM) in Q3 2024: 812 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings. This is a return to the name: Source Financial Advisors previously reported a position in CRM as recently as Q1 2024.

Source Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 3 quarters since. The position peaked at $246K in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Source Financial Advisors held 812 shares of Salesforce worth $222K as of Q3 2024.
  • Salesforce was a new Source Financial Advisors position in Q3 2024.
  • Salesforce made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #111 holding.
  • Source Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 3 quarters since.
  • Source Financial Advisors's Salesforce position peaked at $246K in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.