ZIMP
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Zimmermann Investment Management & Planning’s Salesforce CRM Stock Holding History

Zimmermann Investment Management & Planning’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
-1,397
Closed -$382K – 30
2024
Q3 		$382K Sell
1,397
-283
-17% -$72.5K 0.12% 99
2024
Q2 		$432K Buy
+1,680
New +$450K 0.14% 88

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

Zimmermann Investment Management & Planning's CRM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Salesforce (CRM) in Q4 2024, closing a stake of 1,397 shares — an estimated $382K sold.

Zimmermann Investment Management & Planning first reported a position in CRM in Q2 2024 and held it in 2 quarters. The position peaked at $432K in Q2 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,397 Salesforce shares in Q4 2024, an estimated $382K.
  • Zimmermann Investment Management & Planning first reported a position in Salesforce in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Salesforce position peaked at $432K in Q2 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.