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Sutton Wealth Advisors’s Salesforce CRM Stock Holding History

Sutton Wealth 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
2023
Q3 		$129K Sell
637
-24
-4% -$5.19K 0.06% 145
2023
Q2 		$140K Buy
661
+325
+97% +$66.3K 0.07% 139
2023
Q1 		$67.1K Sell
336
-1,914
-85% -$323K 0.04% 183
2022
Q4 		$298K Sell
2,250
-124
-5% -$18.1K 0.11% 135
2022
Q3 		$341K Sell
2,374
-51
-2% -$8.65K 0.14% 111
2022
Q2 		$400K Buy
2,425
+68
+3% +$12K 0.16% 98
2022
Q1 		$500K Buy
2,357
+21
+0.9% +$4.52K 0.17% 86
2021
Q4 		$594K Sell
2,336
-2
-0.1% -$562 0.2% 79
2021
Q3 		$634K Buy
2,338
+93
+4% +$23.6K 0.23% 74
2021
Q2 		$548K Buy
2,245
+98
+5% +$22.6K 0.2% 83
2021
Q1 		$455K Sell
2,147
-4
-0.2% -$890 0.18% 90
2020
Q4 		$479K Buy
2,151
+18
+0.8% +$4.38K 0.2% 84
2020
Q3 		$536K Buy
2,133
+22
+1% +$4.82K 0.26% 68
2020
Q2 		$395K Sell
2,111
-107
-5% -$18K 0.21% 82
2020
Q1 		$319K Buy
2,218
+27
+1% +$4.63K 0.2% 87
2019
Q4 		$356K Sell
2,191
-4
-0.2% -$627 0.18% 96
2019
Q3 		$326K Buy
2,195
+181
+9% +$27.5K 0.18% 93
2019
Q2 		$306K Buy
2,014
+10
+0.5% +$1.57K 0.18% 103
2019
Q1 		$317K Buy
2,004
+23
+1% +$3.56K 0.19% 99
2018
Q4 		$271K Buy
1,981
+121
+7% +$16.6K 0.18% 99
2018
Q3 		$296K Hold
1,860
– – 0.19% 93
2018
Q2 		$254K Hold
1,860
– – 0.18% 98
2018
Q1 		$216K Hold
1,860
– – 0.15% 116
2017
Q4 		$190K Hold
1,860
– – 0.14% 132
2017
Q3 		$174K Hold
1,860
– – 0.13% 136
2017
Q2 		$161K Buy
1,860
+18
+1% +$1.57K 0.13% 138
2017
Q1 		$152K Sell
1,842
-16
-0.9% -$1.28K 0.13% 138
2016
Q4 		$127K Buy
1,858
+33
+2% +$2.4K 0.11% 157
2016
Q3 		$130K Hold
1,825
– – 0.12% 148
2016
Q2 		$145K Hold
1,825
– – 0.14% 131
2016
Q1 		$135K Buy
+1,825
New +$126K 0.13% 144

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sutton Wealth Advisors's CRM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Salesforce (CRM) stake by 3.6% in Q3 2023, selling an estimated $5.19K and leaving 637 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #145.

Sutton Wealth Advisors first reported a position in CRM in Q1 2016 and has held it in 31 quarters since. The position peaked at $634K in Q3 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Sutton Wealth Advisors held 637 shares of Salesforce worth $129K as of Q3 2023.
  • Sutton Wealth Advisors sold 24 Salesforce shares in Q3 2023, an estimated $5.19K.
  • Salesforce made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #145 holding.
  • Sutton Wealth Advisors first reported a position in Salesforce in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Salesforce position peaked at $634K in Q3 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.