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Vantage Financial Partners (Illinois)’s Salesforce CRM Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$1.11M Sell
4,325
-50
-1% -$13.4K 0.28% 53
2024
Q1 		$1.32M Sell
4,375
-1,350
-24% -$390K 0.34% 50
2023
Q4 		$1.51M Sell
5,725
-700
-11% -$158K 0.46% 42
2023
Q3 		$1.3M Sell
6,425
-700
-10% -$151K 0.75% 29
2023
Q2 		$1.51M Hold
7,125
– – 0.83% 23
2023
Q1 		$1.42M Buy
7,125
+200
+3% +$33.8K 0.84% 27
2022
Q4 		$918K Buy
6,925
+125
+2% +$18.2K 0.53% 46
2022
Q3 		$978K Buy
6,800
+450
+7% +$76.3K 0.63% 35
2022
Q2 		$1.05M Buy
6,350
+275
+5% +$48.6K 0.62% 38
2022
Q1 		$1.29M Buy
6,075
+750
+14% +$161K 0.67% 31
2021
Q4 		$1.35M Buy
5,325
+400
+8% +$112K 0.69% 27
2021
Q3 		$1.34M Buy
4,925
+550
+13% +$140K 0.71% 27
2021
Q2 		$1.07M Buy
4,375
+650
+17% +$150K 0.6% 33
2021
Q1 		$789K Buy
3,725
+1,300
+54% +$289K 0.44% 37
2020
Q4 		$540K Sell
2,425
-1,175
-33% -$286K 0.31% 46
2020
Q3 		$905K Sell
3,600
-382
-10% -$83.6K 0.55% 36
2020
Q2 		$746K Sell
3,982
-300
-7% -$50.5K 0.47% 33
2020
Q1 		$617K Sell
4,282
-200
-4% -$34.3K 0.44% 36
2019
Q4 		$729K Buy
4,482
+700
+19% +$110K 0.43% 36
2019
Q3 		$561K Buy
3,782
+1,500
+66% +$228K 0.37% 35
2019
Q2 		$346K Buy
2,282
+132
+6% +$20.7K 0.22% 60
2019
Q1 		$340K Buy
2,150
+250
+13% +$38.7K 0.22% 55
2018
Q4 		$260K Buy
+1,900
New +$261K 0.19% 64

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 $336B AUM 34.66% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s CRM Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Salesforce (CRM) stake by 1.1% in Q2 2024, selling an estimated $13.4K and leaving 4,325 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #53.

Vantage Financial Partners (Illinois) first reported a position in CRM in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.51M in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 4,325 shares of Salesforce worth $1.11M as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 50 Salesforce shares in Q2 2024, an estimated $13.4K.
  • Salesforce made up 0.28% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #53 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Salesforce in Q4 2018 and has held it in 23 quarters since.
  • Vantage Financial Partners (Illinois)'s Salesforce position peaked at $1.51M in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.