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Vigilare Wealth Management’s Salesforce CRM Stock Holding History

Vigilare 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
2024
Q2 		– Sell
-695
Closed -$209K – 92
2024
Q1 		$209K Sell
695
-1,450
-68% -$418K 0.1% 89
2023
Q4 		$564K Hold
2,145
– – 0.29% 50
2023
Q3 		$435K Sell
2,145
-455
-18% -$98.3K 0.28% 44
2023
Q2 		$549K Sell
2,600
-508
-16% -$104K 0.32% 40
2023
Q1 		$621K Sell
3,108
-959
-24% -$162K 0.35% 40
2022
Q4 		$539K Sell
4,067
-1,245
-23% -$182K 0.31% 42
2022
Q3 		$764K Sell
5,312
-1,351
-20% -$229K 0.99% 26
2022
Q2 		$1.1M Sell
6,663
-451
-6% -$79.7K 1.19% 24
2022
Q1 		$1.51M Sell
7,114
-823
-10% -$177K 1.24% 22
2021
Q4 		$2.02M Buy
7,937
+169
+2% +$47.5K 1.19% 19
2021
Q3 		$2.11M Buy
7,768
+771
+11% +$196K 1.3% 17
2021
Q2 		$1.71M Sell
6,997
-26
-0.4% -$5.99K 1.04% 21
2021
Q1 		$1.49M Buy
7,023
+2,735
+64% +$609K 1.06% 26
2020
Q4 		$954K Buy
4,288
+512
+14% +$125K 0.9% 31
2020
Q3 		$949K Sell
3,776
-273
-7% -$59.8K 0.99% 29
2020
Q2 		$758K Sell
4,049
-200
-5% -$33.7K 0.77% 37
2020
Q1 		$612K Buy
4,249
+605
+17% +$104K 0.73% 37
2019
Q4 		$676K Buy
+3,644
New +$571K 0.45% 54

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

Vigilare Wealth Management's CRM Position: Q2 2024 in Review

Vigilare Wealth Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 695 shares — an estimated $209K sold.

Vigilare Wealth Management first reported a position in CRM in Q4 2019 and held it in 18 quarters. The position peaked at $2.11M in Q3 2021. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Vigilare Wealth Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Vigilare Wealth Management sold 695 Salesforce shares in Q2 2024, an estimated $209K.
  • Vigilare Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 18 quarters.
  • Vigilare Wealth Management's Salesforce position peaked at $2.11M in Q3 2021.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Vigilare Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.