Weil Company’s Salesforce CRM Stock Holding History

Weil Company’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 Q1	–	Sell	-2,092	Closed	-$550K	–	156
2023 Q4	$550K	Sell	2,092 -37	-2%	-$8.37K	0.24%	75
2023 Q3	$432K	Sell	2,129 -1,136	-35%	-$245K	0.21%	83
2023 Q2	$690K	Sell	3,265 -9	-0.3%	-$1.84K	0.31%	73
2023 Q1	$654K	Sell	3,274 -763	-19%	-$129K	0.3%	73
2022 Q4	$535K	Buy	+4,037	New	+$589K	0.24%	80

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Weil Company's CRM Position: Q1 2024 in Review

Weil Company sold out of Salesforce (CRM) in Q1 2024, closing a stake of 2,092 shares — an estimated $550K sold.

Weil Company first reported a position in CRM in Q4 2022 and held it in 5 quarters. The position peaked at $690K in Q2 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Weil Company reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Weil Company sold 2,092 Salesforce shares in Q1 2024, an estimated $550K.
Weil Company first reported a position in Salesforce in Q4 2022 and held it in 5 quarters.
Weil Company's Salesforce position peaked at $690K in Q2 2023.
2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Weil Company's 13F filing for Q1 2024, filed 3 May 2024.