TWM
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Tolleson Wealth Management’s Salesforce CRM Stock Holding History

Tolleson Wealth Management’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
Q2 		– Sell
-2,129
Closed -$425K – 82
2023
Q1 		$425K Sell
2,129
-500
-19% -$84.5K 0.11% 61
2022
Q4 		$349K Hold
2,629
– – 0.09% 66
2022
Q3 		$378K Hold
2,629
– – 0.11% 57
2022
Q2 		$434K Sell
2,629
-1,101
-30% -$195K 0.12% 55
2022
Q1 		$792K Sell
3,730
-1,000
-21% -$215K 0.24% 46
2021
Q4 		$1.2M Buy
+4,730
New +$1.33M 0.32% 39

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tolleson Wealth Management's CRM Position: Q2 2023 in Review

Tolleson Wealth Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 2,129 shares — an estimated $425K sold.

Tolleson Wealth Management first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $1.2M in Q4 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Tolleson Wealth Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Tolleson Wealth Management sold 2,129 Salesforce shares in Q2 2023, an estimated $425K.
  • Tolleson Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • Tolleson Wealth Management's Salesforce position peaked at $1.2M in Q4 2021.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Tolleson Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.