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Wilbanks Smith & Thomas Asset Management’s Salesforce CRM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		$17.7M Buy
58,713
+184
+0.3% +$53.1K 0.49% 51
2023
Q4 		$15.4M Buy
58,529
+87
+0.1% +$19.7K 0.47% 52
2023
Q3 		$11.9M Buy
58,442
+486
+0.8% +$105K 0.41% 56
2023
Q2 		$12.2M Sell
57,956
-5,595
-9% -$1.14M 0.4% 61
2023
Q1 		$12.7M Buy
63,551
+5,747
+10% +$971K 0.44% 59
2022
Q4 		$7.66M Sell
57,804
-1,142
-2% -$167K 0.29% 78
2022
Q3 		$8.48M Buy
58,946
+3,364
+6% +$570K 0.36% 72
2022
Q2 		$9.17M Buy
55,582
+1,803
+3% +$319K 0.39% 66
2022
Q1 		$9.59M Buy
53,779
+5,937
+12% +$1.28M 0.38% 62
2021
Q4 		$12.2M Buy
47,842
+1,391
+3% +$391K 0.42% 59
2021
Q3 		$12.6M Buy
46,451
+1,095
+2% +$278K 0.49% 43
2021
Q2 		$11.1M Buy
45,356
+2,174
+5% +$501K 0.43% 56
2021
Q1 		$9.15M Buy
43,182
+2,662
+7% +$593K 0.4% 61
2020
Q4 		$9.02M Buy
40,520
+3,196
+9% +$777K 0.43% 58
2020
Q3 		$9.38M Buy
37,324
+936
+3% +$205K 0.51% 39
2020
Q2 		$6.82M Buy
36,388
+3,773
+12% +$636K 0.41% 50
2020
Q1 		$4.7M Buy
32,615
+3,193
+11% +$547K 0.35% 59
2019
Q4 		$4.79M Buy
29,422
+3,794
+15% +$595K 0.28% 76
2019
Q3 		$3.8M Buy
25,628
+1,271
+5% +$193K 0.24% 91
2019
Q2 		$3.7M Buy
+24,357
New +$3.82M 0.24% 93
2018
Q4 		– Sell
-747
Closed -$119K – 547
2018
Q3 		$119K Buy
+747
New +$111K 0.01% 502

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CRM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Salesforce (CRM) stake by 0.31% in Q1 2024, buying an estimated $53.1K and bringing the position to 58,713 shares worth $17.7M. The position accounts for 0.49% of the portfolio, ranked #51.

Wilbanks Smith & Thomas Asset Management first reported a position in CRM in Q3 2018 and has held it in 21 quarters since. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 58,713 shares of Salesforce worth $17.7M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 184 Salesforce shares in Q1 2024, an estimated $53.1K.
  • Salesforce made up 0.49% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #51 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Salesforce in Q3 2018 and has held it in 21 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.