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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
-4,800
Closed -$1.31M – 50
2024
Q3 		$1.31M Hold
4,800
– – 0.38% 51
2024
Q2 		$1.23M Sell
4,800
-1,600
-25% -$428K 0.23% 77
2024
Q1 		$1.93M Sell
6,400
-17,300
-73% -$4.99M 0.06% 87
2023
Q4 		$6.24M Buy
23,700
+5,900
+33% +$1.34M 0.24% 39
2023
Q3 		$3.61M Buy
17,800
+2,000
+13% +$432K 0.28% 55
2023
Q2 		$3.34M Sell
15,800
-1,600
-9% -$327K 0.16% 52
2023
Q1 		$3.48M Sell
17,400
-19,700
-53% -$3.33M 0.09% 58
2022
Q4 		$4.92M Buy
37,100
+8,000
+27% +$1.17M 0.48% 34
2022
Q3 		$783K Buy
29,100
+14,600
+101% +$2.48M 0.43% 47
2022
Q2 		$498K Buy
14,500
+500
+4% +$88.3K 0.17% 93
2022
Q1 		$375K Sell
14,000
-9,400
-40% -$2.02M 0.06% 97
2021
Q4 		$211K Sell
23,400
-2,400
-9% -$674K 0.02% 225
2021
Q3 		$220K Sell
25,800
-12,100
-32% -$3.07M 0.1% 185
2021
Q2 		$288K Buy
37,900
+3,400
+10% +$784K 0.13% 141
2021
Q1 		$659K Buy
34,500
+19,000
+123% +$4.23M 0.04% 69
2020
Q4 		$205K Buy
15,500
+4,300
+38% +$1.05M 0.01% 195
2020
Q3 		$123K Buy
+11,200
New +$2.45M 0.01% 143
2019
Q1 		– Sell
-10,200
Closed -$22K – 301
2018
Q4 		$22K Sell
10,200
-10,700
-51% -$1.47M 0.01% 255
2018
Q3 		$23K Buy
+20,900
New +$3.1M 0.01% 282

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.