WCM
CRM icon

WealthBridge Capital Management’s Salesforce CRM Stock Holding History

WealthBridge Capital 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
Q4 		– Sell
-799
Closed -$219K – 203
2024
Q3 		$219K Buy
+799
New +$205K 0.06% 199
2023
Q4 		– Sell
-1,109
Closed -$225K – 183
2023
Q3 		$225K Buy
1,109
+11
+1% +$2.38K 0.09% 155
2023
Q2 		$232K Buy
1,098
+17
+2% +$3.47K 0.09% 160
2023
Q1 		$216K Buy
+1,081
New +$183K 0.09% 178
2022
Q4 		– Sell
-2,022
Closed -$334K – 199
2022
Q3 		$334K Hold
2,022
– – 0.14% 134
2022
Q2 		$334K Sell
2,022
-3
-0.1% -$530 0.14% 134
2022
Q1 		$430K Buy
2,025
+6
+0.3% +$1.29K 0.16% 112
2021
Q4 		$513K Sell
2,019
-110
-5% -$30.9K 0.19% 100
2021
Q3 		$577K Sell
2,129
-113
-5% -$28.7K 0.22% 91
2021
Q2 		$548K Buy
2,242
+2
+0.1% +$461 0.2% 91
2021
Q1 		$475K Buy
2,240
+38
+2% +$8.46K 0.19% 92
2020
Q4 		$490K Buy
2,202
+9
+0.4% +$2.19K 0.21% 84
2020
Q3 		$551K Buy
+2,193
New +$480K 0.28% 71
2019
Q2 		– Sell
-864
Closed -$135K – 263
2019
Q1 		$135K Buy
864
+199
+30% +$30.8K 0.09% 146
2018
Q4 		$91K Buy
+665
New +$91.5K 0.07% 168

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

WealthBridge Capital Management's CRM Position: Q4 2024 in Review

WealthBridge Capital Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 799 shares — an estimated $219K sold.

WealthBridge Capital Management first reported a position in CRM in Q4 2018 and held it in 15 quarters. The position peaked at $577K in Q3 2021. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • WealthBridge Capital Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 799 Salesforce shares in Q4 2024, an estimated $219K.
  • WealthBridge Capital Management first reported a position in Salesforce in Q4 2018 and held it in 15 quarters.
  • WealthBridge Capital Management's Salesforce position peaked at $577K in Q3 2021.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.