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Advisory Research’s Salesforce CRM Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-2,485
Closed -$504K – 366
2023
Q3 		$504K Buy
2,485
+63
+3% +$13.6K 0.07% 279
2023
Q2 		$512K Buy
+2,422
New +$494K 0.07% 284
2014
Q2 		– Sell
-1,119
Closed -$64K – 403
2014
Q1 		$64K Buy
+1,119
New +$66.9K ﹤0.01% 725

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's CRM Position: Q4 2023 in Review

Advisory Research sold out of Salesforce (CRM) in Q4 2023, closing a stake of 2,485 shares — an estimated $504K sold.

Advisory Research first reported a position in CRM in Q1 2014 and held it in 3 quarters. The position peaked at $512K in Q2 2023. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Advisory Research reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 2,485 Salesforce shares in Q4 2023, an estimated $504K.
  • Advisory Research first reported a position in Salesforce in Q1 2014 and held it in 3 quarters.
  • Advisory Research's Salesforce position peaked at $512K in Q2 2023.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.