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Westbourne Investment Advisors’s Salesforce CRM Stock Holding History

Westbourne Investment Advisors’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 		– Sell
-21,388
Closed -$5.85M – 86
2024
Q3 		$5.85M Buy
21,388
+714
+3% +$183K 2.05% 19
2024
Q2 		$5.32M Buy
20,674
+234
+1% +$62.6K 1.93% 20
2024
Q1 		$6.16M Sell
20,440
-1,317
-6% -$380K 2.27% 14
2023
Q4 		$5.72M Buy
21,757
+885
+4% +$200K 2.29% 15
2023
Q3 		$4.23M Buy
20,872
+70
+0.3% +$15.1K 1.95% 20
2023
Q2 		$4.39M Buy
20,802
+19
+0.1% +$3.88K 1.97% 17
2023
Q1 		$4.15M Buy
20,783
+529
+3% +$89.4K 2.01% 19
2022
Q4 		$2.69M Buy
20,254
+551
+3% +$80.4K 1.36% 26
2022
Q3 		$2.83M Buy
19,703
+99
+0.5% +$16.8K 1.5% 24
2022
Q2 		$3.23M Buy
19,604
+5,861
+43% +$1.04M 2.01% 18
2022
Q1 		$2.92M Buy
13,743
+12,943
+1,618% +$2.79M 1.21% 27
2021
Q4 		$203K Buy
+800
New +$225K 0.08% 99

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

Westbourne Investment Advisors's CRM Position: Q4 2024 in Review

Westbourne Investment Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 21,388 shares — an estimated $5.85M sold.

Westbourne Investment Advisors first reported a position in CRM in Q4 2021 and held it in 12 quarters. The position peaked at $6.16M in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Westbourne Investment Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Westbourne Investment Advisors sold 21,388 Salesforce shares in Q4 2024, an estimated $5.85M.
  • Westbourne Investment Advisors first reported a position in Salesforce in Q4 2021 and held it in 12 quarters.
  • Westbourne Investment Advisors's Salesforce position peaked at $6.16M in Q1 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Westbourne Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.