Sugarloaf Wealth Management’s Salesforce CRM Stock Holding History

Sugarloaf 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	$33.4K	Buy	100 +24	+32%	+$7.66K	0.01%	344
2024 Q3	$20.8K	Hold	76	–	–	﹤0.01%	410
2024 Q2	$19.5K	Hold	76	–	–	﹤0.01%	403
2024 Q1	$22.9K	Hold	76	–	–	﹤0.01%	385
2023 Q4	$20K	Hold	76	–	–	﹤0.01%	396
2023 Q3	$15.4K	Hold	76	–	–	﹤0.01%	410
2023 Q2	$16.1K	Hold	76	–	–	﹤0.01%	417
2023 Q1	$15.2K	Sell	76 -163	-68%	-$27.5K	﹤0.01%	426
2022 Q4	$31.7K	Sell	239 -249	-51%	-$36.3K	0.01%	346
2022 Q3	$71K	Sell	488 -27	-5%	-$4.58K	0.02%	240
2022 Q2	$85K	Buy	515 +132	+34%	+$23.3K	0.02%	211
2022 Q1	$81K	Buy	383 +85	+29%	+$18.3K	0.02%	219
2021 Q4	$76K	Buy	298 +129	+76%	+$36.2K	0.02%	233
2021 Q3	$46K	Buy	169 +61	+56%	+$15.5K	0.01%	278
2021 Q2	$26K	Buy	108 +32	+42%	+$7.38K	0.01%	378
2021 Q1	$16	Hold	76	–	–	﹤0.01%	443
2020 Q4	$17K	Hold	76	–	–	0.01%	405
2020 Q3	$19K	Hold	76	–	–	0.01%	364
2020 Q2	$14K	Hold	76	–	–	0.01%	400
2020 Q1	$11K	Hold	76	–	–	﹤0.01%	413
2019 Q4	$12K	Buy	+76	New	+$11.9K	0.01%	445

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Salesforce (CRM) stake by 32% in Q4 2024, buying an estimated $7.66K and bringing the position to 100 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #344.

Sugarloaf Wealth Management first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. The position peaked at $85K in Q2 2022. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Sugarloaf Wealth Management held 100 shares of Salesforce worth $33.4K as of Q4 2024.
Sugarloaf Wealth Management bought 24 Salesforce shares in Q4 2024, an estimated $7.66K.
Salesforce made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #344 holding.
Sugarloaf Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Salesforce position peaked at $85K in Q2 2022.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.