WealthSource Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Sell |
4,249
-1,116
| -21% | -$253K | 0.07% | 185 |
|
|
2023
Q3 | $1.09M | Sell |
5,365
-37
| -0.7% | -$7.99K | 0.07% | 180 |
|
|
2023
Q2 | $1.14M | Sell |
5,402
-1,245
| -19% | -$254K | 0.08% | 180 |
|
|
2023
Q1 | $1.33M | Sell |
6,647
-561
| -8% | -$94.8K | 0.09% | 168 |
|
|
2022
Q4 | $956K | Sell |
7,208
-373
| -5% | -$54.4K | 0.07% | 197 |
|
|
2022
Q3 | $1.09M | Buy |
7,581
+1,099
| +17% | +$186K | 0.08% | 180 |
|
|
2022
Q2 | $1.07M | Sell |
6,482
-5,992
| -48% | -$1.06M | 0.08% | 180 |
|
|
2022
Q1 | $2.65M | Buy |
12,474
+7,020
| +129% | +$1.51M | 0.18% | 98 |
|
|
2021
Q4 | $1.39M | Buy |
5,454
+981
| +22% | +$276K | 0.11% | 143 |
|
|
2021
Q3 | $1.21M | Buy |
4,473
+325
| +8% | +$82.5K | 0.11% | 147 |
|
|
2021
Q2 | $1.01M | Sell |
4,148
-44
| -1% | -$10.1K | 0.09% | 165 |
|
|
2021
Q1 | $888K | Buy |
4,192
+488
| +13% | +$109K | 0.09% | 169 |
|
|
2020
Q4 | $824K | Sell |
3,704
-113
| -3% | -$27.5K | 0.1% | 142 |
|
|
2020
Q3 | $959K | Sell |
3,817
-290
| -7% | -$63.5K | 0.13% | 102 |
|
|
2020
Q2 | $769K | Sell |
4,107
-1,528
| -27% | -$257K | 0.11% | 129 |
|
|
2020
Q1 | $811K | Sell |
5,635
-1,110
| -16% | -$190K | 0.13% | 119 |
|
|
2019
Q4 | $1.1M | Sell |
6,745
-1,124
| -14% | -$176K | 0.14% | 130 |
|
|
2019
Q3 | $1.17M | Buy |
7,869
+70
| +0.9% | +$10.6K | 0.18% | 127 |
|
|
2019
Q2 | $1.18M | Buy |
7,799
+1,486
| +24% | +$233K | 0.19% | 123 |
|
|
2019
Q1 | $1M | Sell |
6,313
-122
| -2% | -$18.9K | 0.23% | 94 |
|
|
2018
Q4 | $881K | Buy |
6,435
+1,907
| +42% | +$262K | 0.25% | 91 |
|
|
2018
Q3 | $720K | Sell |
4,528
-372
| -8% | -$55.2K | 0.19% | 115 |
|
|
2018
Q2 | $668K | Sell |
4,900
-100
| -2% | -$12.8K | 0.19% | 117 |
|
|
2018
Q1 | $582K | Sell |
5,000
-3,657
| -42% | -$420K | 0.18% | 129 |
|
|
2017
Q4 | $885K | Sell |
8,657
-150
| -2% | -$15.3K | 0.27% | 88 |
|
|
2017
Q3 | $823K | Buy |
8,807
+894
| +11% | +$82.2K | 0.27% | 90 |
|
|
2017
Q2 | $685K | Buy |
7,913
+834
| +12% | +$72.6K | 0.23% | 101 |
|
|
2017
Q1 | $584K | Buy |
7,079
+479
| +7% | +$38.3K | 0.22% | 113 |
|
|
2016
Q4 | $452K | Buy |
6,600
+1,050
| +19% | +$76.2K | 0.19% | 112 |
|
|
2016
Q3 | $396K | Buy |
5,550
+2,725
| +96% | +$213K | 0.14% | 147 |
|
|
2016
Q2 | $224K | Hold |
2,825
| – | – | 0.08% | 222 |
|
|
2016
Q1 | $209K | Buy |
+2,825
| New | +$195K | 0.09% | 206 |
|
Other funds holding CRM
WealthSource Partners's CRM Position: Q4 2023 in Review
WealthSource Partners reduced its Salesforce (CRM) stake by 21% in Q4 2023, selling an estimated $253K and leaving 4,249 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #185.
WealthSource Partners first reported a position in CRM in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.65M in Q1 2022. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.
- WealthSource Partners held 4,249 shares of Salesforce worth $1.12M as of Q4 2023.
- WealthSource Partners sold 1,116 Salesforce shares in Q4 2023, an estimated $253K.
- Salesforce made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #185 holding.
- WealthSource Partners first reported a position in Salesforce in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's Salesforce position peaked at $2.65M in Q1 2022.
- 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.