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VitalStone Financial’s Salesforce CRM Stock Holding History

VitalStone Financial’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
Q1 		– Sell
-30
Closed -$8K – 486
2023
Q4 		$8K Hold
30
– – 0.01% 290
2023
Q3 		$6K Sell
30
-46
-61% -$9.94K 0.01% 286
2023
Q2 		$15K Buy
76
+61
+407% +$12.5K 0.01% 584
2023
Q1 		$4K Sell
15
-60
-80% -$10.1K ﹤0.01% 260
2022
Q4 		$10K Buy
+75
New +$10.9K 0.01% 342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VitalStone Financial's CRM Position: Q1 2024 in Review

VitalStone Financial sold out of Salesforce (CRM) in Q1 2024, closing a stake of 30 shares — an estimated $8K sold.

VitalStone Financial first reported a position in CRM in Q4 2022 and held it in 5 quarters. The position peaked at $15K in Q2 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • VitalStone Financial reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 30 Salesforce shares in Q1 2024, an estimated $8K.
  • VitalStone Financial first reported a position in Salesforce in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's Salesforce position peaked at $15K in Q2 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.