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WNY Asset Management’s Salesforce CRM Stock Holding History

WNY 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
Q3 		– Sell
-1,197
Closed -$308K – 237
2024
Q2 		$308K Sell
1,197
-293
-20% -$78.4K 0.04% 184
2024
Q1 		$449K Sell
1,490
-82
-5% -$23.7K 0.07% 153
2023
Q4 		$414K Buy
1,572
+15
+1% +$3.4K 0.07% 157
2023
Q3 		$316K Sell
1,557
-220
-12% -$47.5K 0.06% 171
2023
Q2 		$375K Sell
1,777
-55
-3% -$11.2K 0.08% 145
2023
Q1 		$366K Sell
1,832
-50
-3% -$8.45K 0.09% 142
2022
Q4 		$250K Hold
1,882
– – 0.07% 165
2022
Q3 		$271K Sell
1,882
-102
-5% -$17.3K 0.1% 132
2022
Q2 		$327K Sell
1,984
-94
-5% -$16.6K 0.11% 118
2022
Q1 		$440K Sell
2,078
-264
-11% -$56.8K 0.14% 108
2021
Q4 		$595K Sell
2,342
-285
-11% -$80.1K 0.18% 94
2021
Q3 		$713K Buy
2,627
+502
+24% +$127K 0.25% 79
2021
Q2 		$518K Buy
2,125
+590
+38% +$136K 0.19% 86
2021
Q1 		$328K Buy
+1,535
New +$342K 0.13% 95

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

WNY Asset Management's CRM Position: Q3 2024 in Review

WNY Asset Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,197 shares — an estimated $308K sold.

WNY Asset Management first reported a position in CRM in Q1 2021 and held it in 14 quarters. The position peaked at $713K in Q3 2021. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • WNY Asset Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • WNY Asset Management sold 1,197 Salesforce shares in Q3 2024, an estimated $308K.
  • WNY Asset Management first reported a position in Salesforce in Q1 2021 and held it in 14 quarters.
  • WNY Asset Management's Salesforce position peaked at $713K in Q3 2021.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on WNY Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.