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WESPAC Advisors SoCal’s Salesforce CRM Stock Holding History

WESPAC Advisors SoCal’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
-2,657
Closed -$800K – 92
2024
Q1 		$800K Buy
2,657
+290
+12% +$83.7K 0.21% 60
2023
Q4 		$623K Buy
2,367
+243
+11% +$55K 0.18% 66
2023
Q3 		$431K Hold
2,124
– – 0.15% 66
2023
Q2 		$449K Sell
2,124
-110
-5% -$22.5K 0.15% 68
2023
Q1 		$446K Sell
2,234
-135
-6% -$22.8K 0.15% 70
2022
Q4 		$314K Sell
2,369
-1,410
-37% -$206K 0.12% 77
2022
Q3 		$614K Sell
3,779
-110
-3% -$18.7K 0.26% 52
2022
Q2 		$642K Sell
3,889
-383
-9% -$67.7K 0.25% 54
2022
Q1 		$907K Sell
4,272
-82
-2% -$17.6K 0.28% 55
2021
Q4 		$1.01M Sell
4,354
-25
-0.6% -$7.03K 0.31% 49
2021
Q3 		$1.19M Buy
4,379
+273
+7% +$69.3K 0.39% 48
2021
Q2 		$1M Buy
4,106
+100
+2% +$23K 0.33% 51
2021
Q1 		$849K Buy
4,006
+10
+0.3% +$2.23K 0.33% 49
2020
Q4 		$889K Buy
3,996
+65
+2% +$15.8K 0.35% 43
2020
Q3 		$1.05M Sell
3,931
-230
-6% -$50.3K 0.5% 36
2020
Q2 		$828K Buy
4,161
+150
+4% +$25.3K 0.38% 42
2020
Q1 		$652K Sell
4,011
-327
-8% -$56.1K 0.36% 42
2019
Q4 		$706K Sell
4,338
-198
-4% -$31K 0.34% 47
2019
Q3 		$673K Sell
4,536
-125
-3% -$19K 0.33% 48
2019
Q2 		$707K Buy
4,661
+200
+4% +$31.3K 0.38% 46
2019
Q1 		$706K Buy
4,461
+4,305
+2,760% +$667K 0.39% 44
2018
Q4 		$21K Buy
+156
New +$21.5K 0.01% 171
2016
Q2 		– Sell
-200
Closed -$14.8K – 286
2016
Q1 		$14.8K Hold
200
– – 0.01% 172
2015
Q4 		$15K Buy
+200
New +$15.6K 0.01% 171

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

WESPAC Advisors SoCal's CRM Position: Q2 2024 in Review

WESPAC Advisors SoCal sold out of Salesforce (CRM) in Q2 2024, closing a stake of 2,657 shares — an estimated $800K sold.

WESPAC Advisors SoCal first reported a position in CRM in Q4 2015 and held it in 24 quarters. The position peaked at $1.19M in Q3 2021. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • WESPAC Advisors SoCal reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,657 Salesforce shares in Q2 2024, an estimated $800K.
  • WESPAC Advisors SoCal first reported a position in Salesforce in Q4 2015 and held it in 24 quarters.
  • WESPAC Advisors SoCal's Salesforce position peaked at $1.19M in Q3 2021.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2024, filed 23 Jul 2024.