TFO Wealth Partners’s Salesforce CRM Stock Holding History

TFO Wealth 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 Q1	–	Sell	-8	Closed	-$2.1K	–	830
2023 Q4	$2.1K	Sell	8 -261	-97%	-$59.1K	﹤0.01%	129
2023 Q3	$56.8K	Buy	269 +8	+3%	+$1.73K	0.01%	84
2023 Q2	$55.1K	Buy	+261	New	+$53.3K	0.01%	75
2022 Q3	–	Sell	-54	Closed	-$9K	–	210
2022 Q2	$9K	Buy	+54	New	+$9.54K	﹤0.01%	136
2021 Q4	–	Sell	-790	Closed	-$214K	–	145
2021 Q3	$214K	Buy	+790	New	+$201K	0.04%	36
2021 Q2	–	Sell	-890	Closed	-$189K	–	118
2021 Q1	$189K	Buy	+890	New	+$198K	0.06%	35
2020 Q3	–	Sell	-75	Closed	-$14K	–	160
2020 Q2	$14K	Buy	+75	New	+$12.6K	0.01%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TFO Wealth Partners's CRM Position: Q1 2024 in Review

TFO Wealth Partners sold out of Salesforce (CRM) in Q1 2024, closing a stake of 8 shares — an estimated $2.1K sold.

TFO Wealth Partners first reported a position in CRM in Q2 2020 and held it in 7 quarters. The position peaked at $214K in Q3 2021. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

TFO Wealth Partners reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Salesforce shares in Q1 2024, an estimated $2.1K.
TFO Wealth Partners first reported a position in Salesforce in Q2 2020 and held it in 7 quarters.
TFO Wealth Partners's Salesforce position peaked at $214K in Q3 2021.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.