XS
CRM icon

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
-4,000
Closed -$1.09M – 48
2024
Q3 		$1.09M Sell
4,000
-5,500
-58% -$1.41M 0.32% 58
2024
Q2 		$2.44M Sell
9,500
-7,200
-43% -$1.93M 0.45% 42
2024
Q1 		$5.03M Sell
16,700
-31,400
-65% -$9.06M 0.16% 40
2023
Q4 		$12.7M Buy
48,100
+400
+0.8% +$90.5K 0.48% 22
2023
Q3 		$9.67M Buy
47,700
+6,000
+14% +$1.3M 0.75% 21
2023
Q2 		$8.81M Sell
41,700
-13,900
-25% -$2.84M 0.43% 25
2023
Q1 		$11.1M Buy
55,600
+45,800
+467% +$7.74M 0.29% 17
2022
Q4 		$1.3M Buy
+9,800
New +$1.43M 0.13% 136
2022
Q3 		– Sell
-15,200
Closed -$68K – 389
2022
Q2 		$68K Sell
15,200
-400
-3% -$70.7K 0.02% 239
2022
Q1 		$168K Sell
15,600
-14,300
-48% -$3.08M 0.03% 173
2021
Q4 		$658K Sell
29,900
-3,900
-12% -$1.1M 0.06% 70
2021
Q3 		$834K Buy
33,800
+25,200
+293% +$6.4M 0.39% 52
2021
Q2 		$347K Sell
8,600
-5,200
-38% -$1.2M 0.15% 118
2021
Q1 		$226K Sell
13,800
-17,200
-55% -$3.83M 0.01% 188
2020
Q4 		$627K Buy
31,000
+15,100
+95% +$3.67M 0.04% 76
2020
Q3 		$677K Buy
+15,900
New +$3.48M 0.05% 38

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

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. 3,101 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.
  • 3,101 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.