WHGC
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Wealth High Governance Capital’s Salesforce CRM Stock Holding History

Wealth High Governance Capital’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
-10,000
Closed -$3.01M – 53
2024
Q1 		$3.01M Buy
+10,000
New +$2.89M 0.67% 47

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

Wealth High Governance Capital's CRM Position: Q2 2024 in Review

Wealth High Governance Capital sold out of Salesforce (CRM) in Q2 2024, closing a stake of 10,000 shares — an estimated $3.01M sold.

Wealth High Governance Capital first reported a position in CRM in Q1 2024 and held it in 1 quarter. The position peaked at $3.01M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Wealth High Governance Capital reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Wealth High Governance Capital sold 10,000 Salesforce shares in Q2 2024, an estimated $3.01M.
  • Wealth High Governance Capital first reported a position in Salesforce in Q1 2024 and held it in 1 quarter.
  • Wealth High Governance Capital's Salesforce position peaked at $3.01M in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Wealth High Governance Capital's 13F filing for Q2 2024, filed 7 Feb 2025.