VAFP
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Vahanian & Associates Financial Planning’s Salesforce CRM Stock Holding History

Vahanian & Associates Financial Planning’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 		$809K Sell
3,075
-910
-23% -$206K 3.2% 7
2023
Q3 		$808K Hold
3,985
– – 2.6% 8
2023
Q2 		$842K Buy
3,985
+1,880
+89% +$384K 2.66% 11
2023
Q1 		$421K Buy
+2,105
New +$356K 1.17% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vahanian & Associates Financial Planning's CRM Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Salesforce (CRM) stake by 23% in Q4 2023, selling an estimated $206K and leaving 3,075 shares worth $809K. The position accounts for 3.2% of the portfolio, ranked #7.

Vahanian & Associates Financial Planning first reported a position in CRM in Q1 2023 and has held it in 4 quarters since. The position peaked at $842K in Q2 2023. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Vahanian & Associates Financial Planning held 3,075 shares of Salesforce worth $809K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 910 Salesforce shares in Q4 2023, an estimated $206K.
  • Salesforce made up 3.2% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #7 holding.
  • Vahanian & Associates Financial Planning first reported a position in Salesforce in Q1 2023 and has held it in 4 quarters since.
  • Vahanian & Associates Financial Planning's Salesforce position peaked at $842K in Q2 2023.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.