SYSTM Wealth Solutions’s Salesforce CRM Stock Holding History

SYSTM Wealth Solutions’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	$548	Sell	2 -243	-99%	-$62.2K	0.02%	87
2024 Q2	$63K	Sell	245 -390	-61%	-$104K	0.01%	266
2024 Q1	$191K	Sell	635 -12	-2%	-$3.46K	0.02%	403
2023 Q4	$170K	Sell	647 -378	-37%	-$85.5K	0.02%	399
2023 Q3	$208K	Sell	1,025 -3,547	-78%	-$766K	0.03%	432
2023 Q2	$966K	Buy	4,572 +1,430	+46%	+$292K	0.13%	204
2023 Q1	$628K	Sell	3,142 -1,704	-35%	-$288K	0.1%	261
2022 Q4	$643K	Buy	+4,846	New	+$707K	0.08%	298

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

SYSTM Wealth Solutions's CRM Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Salesforce (CRM) stake by 99% in Q3 2024, selling an estimated $62.2K and leaving 2 shares worth $548. The position accounts for 0.02% of the portfolio, ranked #87.

SYSTM Wealth Solutions first reported a position in CRM in Q4 2022 and has held it in 8 quarters since. The position peaked at $966K in Q2 2023. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

SYSTM Wealth Solutions held 2 shares of Salesforce worth $548 as of Q3 2024.
SYSTM Wealth Solutions sold 243 Salesforce shares in Q3 2024, an estimated $62.2K.
Salesforce made up 0.02% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #87 holding.
SYSTM Wealth Solutions first reported a position in Salesforce in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Salesforce position peaked at $966K in Q2 2023.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.