XR Securities’s Salesforce CRM Stock Holding History

XR Securities’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	–	Sell	-2,479	Closed	-$679K	–	49
2024 Q3	$679K	Buy	+2,479	New	+$635K	0.2%	91
2023 Q1	–	Sell	-5,643	Closed	-$953K	–	436
2022 Q4	$748K	Sell	5,643 -6,907	-55%	-$1.01M	0.07%	206
2022 Q3	$1.8M	Buy	12,550 +7,876	+169%	+$1.34M	0.98%	16
2022 Q2	$771K	Buy	4,674 +3,603	+336%	+$637K	0.26%	60
2022 Q1	$227K	Buy	+1,071	New	+$230K	0.04%	141
2021 Q3	–	Sell	-4,537	Closed	-$1.15M	–	418
2021 Q2	$1.11M	Sell	4,537 -8,110	-64%	-$1.87M	0.48%	41
2021 Q1	$2.68M	Buy	+12,647	New	+$2.82M	0.15%	11
2019 Q3	–	Sell	-2,344	Closed	-$356K	–	249
2019 Q2	$356K	Buy	2,344 +855	+57%	+$134K	0.07%	94
2019 Q1	$236K	Buy	+1,489	New	+$231K	0.03%	133
2018 Q4	–	Sell	-3,520	Closed	-$484K	–	381
2018 Q3	$560K	Buy	3,520 +391	+12%	+$58K	0.15%	82
2018 Q2	$427K	Buy	+3,129	New	+$399K	0.15%	74

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

XR Securities's CRM Position: Q4 2024 in Review

XR Securities sold out of Salesforce (CRM) in Q4 2024, closing a stake of 2,479 shares — an estimated $679K sold.

XR Securities first reported a position in CRM in Q2 2018 and held it in 11 quarters. The position peaked at $2.68M in Q1 2021. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

XR Securities reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
XR Securities sold 2,479 Salesforce shares in Q4 2024, an estimated $679K.
XR Securities first reported a position in Salesforce in Q2 2018 and held it in 11 quarters.
XR Securities's Salesforce position peaked at $2.68M in Q1 2021.
3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on XR Securities's 13F filing for Q4 2024, filed 17 Jan 2025.