WFC
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Western Financial Corp’s Salesforce CRM Stock Holding History

Western Financial Corp’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
-1,053
Closed -$317K – 118
2024
Q1 		$317K Buy
1,053
+89
+9% +$25.7K 0.19% 99
2023
Q4 		$254K Buy
+964
New +$218K 0.17% 103
2021
Q2 		– Sell
-4,512
Closed -$956K – 94
2021
Q1 		$956K Buy
4,512
+508
+13% +$113K 0.58% 29
2020
Q4 		$891K Buy
+4,004
New +$974K 0.59% 24

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

Western Financial Corp's CRM Position: Q2 2024 in Review

Western Financial Corp sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,053 shares — an estimated $317K sold.

Western Financial Corp first reported a position in CRM in Q4 2020 and held it in 4 quarters. The position peaked at $956K in Q1 2021. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Western Financial Corp reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Western Financial Corp sold 1,053 Salesforce shares in Q2 2024, an estimated $317K.
  • Western Financial Corp first reported a position in Salesforce in Q4 2020 and held it in 4 quarters.
  • Western Financial Corp's Salesforce position peaked at $956K in Q1 2021.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Western Financial Corp's 13F filing for Q2 2024, filed 19 Jul 2024.