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WR Wealth Planners’s Salesforce CRM Stock Holding History

WR Wealth Planners’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 		$150K Buy
449
+37
+9% +$11.8K 0.05% 181
2024
Q3 		$113K Buy
412
+1
+0.2% +$256 0.03% 253
2024
Q2 		$106K Sell
411
-42
-9% -$11.2K 0.03% 245
2024
Q1 		$136K Buy
+453
New +$131K 0.04% 218
2023
Q4 		– Sell
-228
Closed -$46.2K – 317
2023
Q3 		$46.2K Sell
228
-132
-37% -$28.5K 0.02% 325
2023
Q2 		$76.1K Buy
360
+106
+42% +$21.6K 0.03% 272
2023
Q1 		$50.7K Buy
+254
New +$42.9K 0.02% 318

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

WR Wealth Planners's CRM Position: Q4 2024 in Review

WR Wealth Planners increased its Salesforce (CRM) stake by 9% in Q4 2024, buying an estimated $11.8K and bringing the position to 449 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #181.

WR Wealth Planners first reported a position in CRM in Q1 2023 and has held it in 7 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • WR Wealth Planners held 449 shares of Salesforce worth $150K as of Q4 2024.
  • WR Wealth Planners bought 37 Salesforce shares in Q4 2024, an estimated $11.8K.
  • Salesforce made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #181 holding.
  • WR Wealth Planners first reported a position in Salesforce in Q1 2023 and has held it in 7 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.