Wunderlich Capital Managemnt’s Salesforce CRM Stock Holding History

Wunderlich Capital Managemnt’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	$3.39M	Buy	13,194 +357	+3%	+$95.5K	1.51%	27
2024 Q1	$3.87M	Sell	12,837 -710	-5%	-$205K	1.74%	21
2023 Q4	$3.56M	Sell	13,547 -165	-1%	-$37.3K	1.6%	26
2023 Q3	$2.78M	Sell	13,712 -41	-0.3%	-$8.86K	1.37%	35
2023 Q2	$2.9M	Buy	13,753 +88	+0.6%	+$18K	1.43%	34
2023 Q1	$2.73M	Buy	13,665 +269	+2%	+$45.4K	1.42%	35
2022 Q4	$1.78M	Buy	13,396 +135	+1%	+$19.7K	0.99%	49
2022 Q3	$1.91M	Buy	+13,261	New	+$2.25M	1.22%	39
2022 Q2	–	Sell	-12,309	Closed	-$2.61M	–	82
2022 Q1	$2.61M	Hold	12,309	–	–	1.23%	38
2021 Q4	$3.13M	Buy	12,309 +1,022	+9%	+$287K	1.39%	30
2021 Q3	$3.06M	Buy	11,287 +1,471	+15%	+$374K	1.48%	22
2021 Q2	$2.4M	Buy	9,816 +307	+3%	+$70.8K	1.21%	41
2021 Q1	$2.02M	Buy	+9,509	New	+$2.12M	1.1%	52

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wunderlich Capital Managemnt's CRM Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Salesforce (CRM) stake by 2.8% in Q2 2024, buying an estimated $95.5K and bringing the position to 13,194 shares worth $3.39M. The position accounts for 1.51% of the portfolio, ranked #27.

Wunderlich Capital Managemnt first reported a position in CRM in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.87M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Wunderlich Capital Managemnt held 13,194 shares of Salesforce worth $3.39M as of Q2 2024.
Wunderlich Capital Managemnt bought 357 Salesforce shares in Q2 2024, an estimated $95.5K.
Salesforce made up 1.51% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #27 holding.
Wunderlich Capital Managemnt first reported a position in Salesforce in Q1 2021 and has held it in 13 quarters since.
Wunderlich Capital Managemnt's Salesforce position peaked at $3.87M in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.