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Vantage Consulting Group’s Salesforce CRM Stock Holding History

Vantage Consulting Group’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
-1,339
Closed -$344K – 45
2024
Q2 		$344K Buy
1,339
+301
+29% +$80.5K 0.26% 56
2024
Q1 		$313K Sell
1,038
-204
-16% -$58.9K 0.2% 80
2023
Q4 		$327K Sell
1,242
-217
-15% -$49.1K 0.22% 67
2023
Q3 		$296K Sell
1,459
-57
-4% -$12.3K 0.2% 91
2023
Q2 		$320K Sell
1,516
-448
-23% -$91.5K 0.18% 91
2023
Q1 		$392K Sell
1,964
-652
-25% -$110K 0.22% 52
2022
Q4 		$347K Buy
2,616
+373
+17% +$54.4K 0.2% 66
2022
Q3 		$323K Buy
2,243
+332
+17% +$56.3K 0.19% 65
2022
Q2 		$315K Buy
1,911
+267
+16% +$47.2K 0.18% 74
2022
Q1 		$349K Buy
1,644
+262
+19% +$56.4K 0.14% 64
2021
Q4 		$351K Buy
+1,382
New +$388K 0.09% 88
2021
Q1 		– Sell
-315
Closed -$70K – 432
2020
Q4 		$70K Buy
+315
New +$76.6K 0.01% 314

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

Vantage Consulting Group's CRM Position: Q3 2024 in Review

Vantage Consulting Group sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,339 shares — an estimated $344K sold.

Vantage Consulting Group first reported a position in CRM in Q4 2020 and held it in 12 quarters. The position peaked at $392K in Q1 2023. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Vantage Consulting Group reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 1,339 Salesforce shares in Q3 2024, an estimated $344K.
  • Vantage Consulting Group first reported a position in Salesforce in Q4 2020 and held it in 12 quarters.
  • Vantage Consulting Group's Salesforce position peaked at $392K in Q1 2023.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.