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Weaver Consulting Group’s Salesforce CRM Stock Holding History

Weaver Consulting 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
Q2 		– Sell
-681
Closed -$205K – 208
2024
Q1 		$205K Buy
+681
New +$196K 0.08% 192
2020
Q4 		– Sell
-365
Closed -$92K – 286
2020
Q3 		$92K Buy
365
+10
+3% +$2.19K 0.05% 197
2020
Q2 		$67K Buy
355
+105
+42% +$17.7K 0.04% 223
2020
Q1 		$36K Buy
250
+112
+81% +$19.2K 0.02% 258
2019
Q4 		$21K Hold
138
– – 0.01% 355
2019
Q3 		$22K Hold
138
– – 0.01% 332
2019
Q2 		$21K Hold
138
– – 0.01% 333
2019
Q1 		$21K Buy
+138
New +$21.4K 0.01% 715

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

Weaver Consulting Group's CRM Position: Q2 2024 in Review

Weaver Consulting Group sold out of Salesforce (CRM) in Q2 2024, closing a stake of 681 shares — an estimated $205K sold.

Weaver Consulting Group first reported a position in CRM in Q1 2019 and held it in 8 quarters. The position peaked at $205K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Weaver Consulting Group reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Weaver Consulting Group sold 681 Salesforce shares in Q2 2024, an estimated $205K.
  • Weaver Consulting Group first reported a position in Salesforce in Q1 2019 and held it in 8 quarters.
  • Weaver Consulting Group's Salesforce position peaked at $205K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Weaver Consulting Group's 13F filing for Q2 2024, filed 12 Jul 2024.