Traverso Chambers Private Wealth Management’s Salesforce CRM Stock Holding History

Traverso Chambers Private 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 Q4	$282K	Sell	1,072 -29	-3%	-$6.56K	0.07%	104
2023 Q3	$223K	Buy	1,101 +38	+4%	+$8.21K	0.06%	107
2023 Q2	$225K	Hold	1,063	–	–	0.06%	106
2023 Q1	$212K	Buy	+1,063	New	+$180K	0.06%	110
2022 Q2	–	Sell	-1,071	Closed	-$227K	–	107
2022 Q1	$227K	Buy	1,071 +8	+0.8%	+$1.72K	0.07%	106
2021 Q4	$270K	Hold	1,063	–	–	0.08%	100
2021 Q3	$288K	Hold	1,063	–	–	0.09%	97
2021 Q2	$260K	Sell	1,063 -70	-6%	-$16.1K	0.08%	100
2021 Q1	$240K	Hold	1,133	–	–	0.08%	99
2020 Q4	$252K	Hold	1,133	–	–	0.09%	95
2020 Q3	$285K	Hold	1,133	–	–	0.11%	81
2020 Q2	$212K	Buy	+1,133	New	+$191K	0.09%	90

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Traverso Chambers Private Wealth Management's CRM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Salesforce (CRM) stake by 2.6% in Q4 2023, selling an estimated $6.56K and leaving 1,072 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #104.

Traverso Chambers Private Wealth Management first reported a position in CRM in Q2 2020 and has held it in 12 quarters since. The position peaked at $288K in Q3 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,072 shares of Salesforce worth $282K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 29 Salesforce shares in Q4 2023, an estimated $6.56K.
Salesforce made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #104 holding.
Traverso Chambers Private Wealth Management first reported a position in Salesforce in Q2 2020 and has held it in 12 quarters since.
Traverso Chambers Private Wealth Management's Salesforce position peaked at $288K in Q3 2021.
2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.