TJHA
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Thomas J. Herzfeld Advisors’s Salesforce CRM Stock Holding History

Thomas J. Herzfeld Advisors’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
-5
Closed -$1.29K – 182
2024
Q2 		$1.29K Buy
+5
New +$1.34K ﹤0.01% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Thomas J. Herzfeld Advisors's CRM Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 5 shares — an estimated $1.29K sold.

Thomas J. Herzfeld Advisors first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $1.29K in Q2 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 5 Salesforce shares in Q3 2024, an estimated $1.29K.
  • Thomas J. Herzfeld Advisors first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Salesforce position peaked at $1.29K in Q2 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.