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Voisard Asset Management Group’s Salesforce CRM Stock Holding History

Voisard Asset Management 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
Q4 		– Sell
-93
Closed -$25.5K – 194
2024
Q3 		$25.5K Buy
93
+24
+35% +$6.15K 0.01% 240
2024
Q2 		$17.7K Hold
69
– – 0.01% 224
2024
Q1 		$20.8K Hold
69
– – 0.01% 192
2023
Q4 		$18.2K Buy
+69
New +$15.6K 0.01% 206

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Voisard Asset Management Group's CRM Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Salesforce (CRM) in Q4 2024, closing a stake of 93 shares — an estimated $25.5K sold.

Voisard Asset Management Group first reported a position in CRM in Q4 2023 and held it in 4 quarters. The position peaked at $25.5K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 93 Salesforce shares in Q4 2024, an estimated $25.5K.
  • Voisard Asset Management Group first reported a position in Salesforce in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Salesforce position peaked at $25.5K in Q3 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.