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CRM icon

TCWP’s Salesforce CRM Stock Holding History

TCWP’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
Q4 		– Sell
-1,605
Closed -$325K – 61
2023
Q3 		$325K Sell
1,605
-12
-0.7% -$2.59K 0.25% 77
2023
Q2 		$342K Sell
1,617
-53
-3% -$10.8K 0.07% 130
2023
Q1 		$334K Sell
1,670
-879
-34% -$148K 0.06% 172
2022
Q4 		$338K Buy
2,549
+251
+11% +$36.6K 0.07% 189
2022
Q3 		$330K Sell
2,298
-86
-4% -$14.6K 0.07% 188
2022
Q2 		$393K Sell
2,384
-626
-21% -$111K 0.08% 163
2022
Q1 		$639K Sell
3,010
-403
-12% -$86.7K 0.12% 127
2021
Q4 		$867K Buy
+3,413
New +$959K 0.17% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCWP's CRM Position: Q4 2023 in Review

TCWP sold out of Salesforce (CRM) in Q4 2023, closing a stake of 1,605 shares — an estimated $325K sold.

TCWP first reported a position in CRM in Q4 2021 and held it in 8 quarters. The position peaked at $867K in Q4 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • TCWP reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 1,605 Salesforce shares in Q4 2023, an estimated $325K.
  • TCWP first reported a position in Salesforce in Q4 2021 and held it in 8 quarters.
  • TCWP's Salesforce position peaked at $867K in Q4 2021.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.