SWS Partners’s Salesforce CRM Stock Holding History

SWS 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	–	Sell	-50	Closed	-$12.9K	–	144
2024 Q2	$12.9K	Buy	+50	New	+$13.4K	﹤0.01%	229
2021 Q2	–	Sell	-5,837	Closed	-$1.24M	–	78
2021 Q1	$1.24M	Buy	5,837 +530	+10%	+$118K	0.85%	61
2020 Q4	$1.18M	Buy	5,307 +1,075	+25%	+$261K	0.53%	76
2020 Q3	$1.06M	Buy	4,232 +460	+12%	+$101K	0.53%	68
2020 Q2	$735K	Buy	3,772 +391	+12%	+$65.9K	0.94%	48
2020 Q1	$487K	Buy	+3,381	New	+$580K	0.35%	78
2019 Q3	$475K	Sell	2,913 -247	-8%	-$37.5K	0.28%	74
2019 Q2	$499K	Buy	+3,160	New	+$495K	0.32%	78
2018 Q4	$339K	Buy	2,475 +49	+2%	+$6.74K	0.26%	71
2018 Q3	$386K	Buy	2,426 +239	+11%	+$35.5K	0.25%	71
2018 Q2	$298K	Buy	2,187 +2,172	+14,480%	+$277K	0.21%	77
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	352
2017 Q4	$2K	Buy	+15	New	+$1.53K	﹤0.01%	364

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

SWS Partners's CRM Position: Q3 2024 in Review

SWS Partners sold out of Salesforce (CRM) in Q3 2024, closing a stake of 50 shares — an estimated $12.9K sold.

SWS Partners first reported a position in CRM in Q4 2017 and held it in 13 quarters. The position peaked at $1.24M in Q1 2021. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

SWS Partners reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 50 Salesforce shares in Q3 2024, an estimated $12.9K.
SWS Partners first reported a position in Salesforce in Q4 2017 and held it in 13 quarters.
SWS Partners's Salesforce position peaked at $1.24M in Q1 2021.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.