VWA
CRM icon

V Wealth Advisors’s Salesforce CRM Stock Holding History

V Wealth 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
2023
Q3 		$1.33M Sell
6,580
-4,993
-43% -$1.08M 1.07% 21
2023
Q2 		$2.44M Buy
11,573
+576
+5% +$118K 0.41% 48
2023
Q1 		$2.2M Buy
10,997
+1,700
+18% +$287K 0.41% 49
2022
Q4 		$1.23M Sell
9,297
-407
-4% -$59.4K 0.25% 91
2022
Q3 		$1.4M Sell
9,704
-2,496
-20% -$423K 0.28% 83
2022
Q2 		$2.01M Sell
12,200
-44
-0.4% -$7.77K 0.38% 56
2022
Q1 		$2.6M Sell
12,244
-814
-6% -$175K 0.42% 43
2021
Q4 		$3.32M Sell
13,058
-91
-0.7% -$25.6K 0.49% 39
2021
Q3 		$3.57M Sell
13,149
-10
-0.1% -$2.54K 0.55% 29
2021
Q2 		$3.22M Sell
13,159
-2,514
-16% -$579K 0.51% 35
2021
Q1 		$3.32M Buy
15,673
+1,176
+8% +$262K 0.61% 24
2020
Q4 		$3.23M Buy
14,497
+5,166
+55% +$1.26M 0.67% 22
2020
Q3 		$2.35M Sell
9,331
-1,624
-15% -$355K 1.62% 10
2020
Q2 		$2.05M Sell
10,955
-360
-3% -$60.7K 0.53% 34
2020
Q1 		$1.63M Buy
11,315
+9,631
+572% +$1.65M 0.51% 41
2019
Q4 		$250K Hold
1,684
– – 0.09% 234
2019
Q3 		$250K Buy
1,684
+58
+4% +$8.81K 0.09% 234
2019
Q2 		$252K Buy
1,626
+246
+18% +$38.6K 0.1% 217
2019
Q1 		$222K Buy
+1,380
New +$214K 0.09% 225
2017
Q3 		– Sell
-160
Closed -$14K – 297
2017
Q2 		$14K Buy
+160
New +$13.9K 0.01% 505

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

V Wealth Advisors's CRM Position: Q3 2023 in Review

V Wealth Advisors reduced its Salesforce (CRM) stake by 43% in Q3 2023, selling an estimated $1.08M and leaving 6,580 shares worth $1.33M. The position accounts for 1.07% of the portfolio, ranked #21.

V Wealth Advisors first reported a position in CRM in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.57M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • V Wealth Advisors held 6,580 shares of Salesforce worth $1.33M as of Q3 2023.
  • V Wealth Advisors sold 4,993 Salesforce shares in Q3 2023, an estimated $1.08M.
  • Salesforce made up 1.07% of V Wealth Advisors's portfolio in Q3 2023, its #21 holding.
  • V Wealth Advisors first reported a position in Salesforce in Q2 2017 and has held it in 20 quarters since.
  • V Wealth Advisors's Salesforce position peaked at $3.57M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.