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Sweet Financial Partners’s Salesforce CRM Stock Holding History

Sweet Financial Partners’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 		$261K Buy
954
+1
+0.1% +$256 0.06% 171
2024
Q2 		$245K Sell
953
-69
-7% -$18.5K 0.06% 173
2024
Q1 		$308K Buy
1,022
+25
+3% +$7.21K 0.07% 162
2023
Q4 		$262K Buy
+997
New +$226K 0.06% 167
2023
Q3 		– Sell
-953
Closed -$201K – 176
2023
Q2 		$201K Buy
+953
New +$195K 0.05% 174

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sweet Financial Partners's CRM Position: Q3 2024 in Review

Sweet Financial Partners increased its Salesforce (CRM) stake by 0.1% in Q3 2024, buying an estimated $256 and bringing the position to 954 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #171.

Sweet Financial Partners first reported a position in CRM in Q2 2023 and has held it in 5 quarters since. The position peaked at $308K in Q1 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Sweet Financial Partners held 954 shares of Salesforce worth $261K as of Q3 2024.
  • Sweet Financial Partners bought 1 Salesforce share in Q3 2024, an estimated $256.
  • Salesforce made up 0.06% of Sweet Financial Partners's portfolio in Q3 2024, its #171 holding.
  • Sweet Financial Partners first reported a position in Salesforce in Q2 2023 and has held it in 5 quarters since.
  • Sweet Financial Partners's Salesforce position peaked at $308K in Q1 2024.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.