Wagner Wealth Management (South Carolina)’s Salesforce CRM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-1,233	Closed	-$371K	–	264
2024 Q1	$371K	Buy	+1,233	New	+$356K	0.11%	87
2022 Q4	–	Sell	-479	Closed	-$69K	–	329
2022 Q3	$69K	Buy	479 +55	+13%	+$9.33K	0.05%	178
2022 Q2	$70K	Buy	+424	New	+$74.9K	0.06%	170
2022 Q1	–	Sell	-376	Closed	-$96K	–	298
2021 Q4	$96K	Buy	376 +105	+39%	+$29.5K	0.07%	183
2021 Q3	$81K	Buy	271 +40	+17%	+$10.2K	0.06%	186
2021 Q2	$56K	Buy	231 +60	+35%	+$13.8K	0.04%	239
2021 Q1	$36K	Buy	+171	New	+$38.1K	0.03%	268
2018 Q3	$87K	Buy	+550	New	+$81.6K	0.06%	204

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CRM Position: Q2 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,233 shares — an estimated $371K sold.

Wagner Wealth Management (South Carolina) first reported a position in CRM in Q3 2018 and held it in 8 quarters. The position peaked at $371K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Wagner Wealth Management (South Carolina) reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,233 Salesforce shares in Q2 2024, an estimated $371K.
Wagner Wealth Management (South Carolina) first reported a position in Salesforce in Q3 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Salesforce position peaked at $371K in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2024, filed 18 Jul 2024.