WWS
CRM icon

Wellington Wealth Strategies’s Salesforce CRM Stock Holding History

Wellington Wealth Strategies’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 		$302K Sell
915
-1,407
-61% -$449K 0.27% 49
2024
Q3 		$677K Buy
+2,322
New +$595K 0.51% 41
2024
Q2 		– Sell
-2,043
Closed -$615K – 77
2024
Q1 		$615K Sell
2,043
-1,335
-40% -$385K 0.29% 76
2023
Q4 		$889K Buy
+3,378
New +$765K 0.75% 33
2020
Q4 		$889K Buy
+3,378
New +$821K 0.75% 33

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

Wellington Wealth Strategies's CRM Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Salesforce (CRM) stake by 61% in Q4 2024, selling an estimated $449K and leaving 915 shares worth $302K. The position accounts for 0.27% of the portfolio, ranked #49.

Wellington Wealth Strategies first reported a position in CRM in Q4 2020 and has held it in 5 quarters since. The position peaked at $889K in Q4 2023. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Wellington Wealth Strategies held 915 shares of Salesforce worth $302K as of Q4 2024.
  • Wellington Wealth Strategies sold 1,407 Salesforce shares in Q4 2024, an estimated $449K.
  • Salesforce made up 0.27% of Wellington Wealth Strategies's portfolio in Q4 2024, its #49 holding.
  • Wellington Wealth Strategies first reported a position in Salesforce in Q4 2020 and has held it in 5 quarters since.
  • Wellington Wealth Strategies's Salesforce position peaked at $889K in Q4 2023.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.