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Ahrens Investment Partners’s Salesforce CRM Stock Holding History

Ahrens Investment Partners’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
Q1 		$40K Buy
+200
New +$33.8K 0.02% 358
2022
Q3 		– Sell
-250
Closed -$41K – 311
2022
Q2 		$41K Buy
250
+50
+25% +$8.84K 0.02% 368
2022
Q1 		$42K Sell
200
-165
-45% -$35.5K 0.01% 423
2021
Q4 		$93K Buy
+365
New +$103K 0.04% 293

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ahrens Investment Partners's CRM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Salesforce (CRM) in Q1 2023: 200 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CRM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $93K in Q4 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Ahrens Investment Partners held 200 shares of Salesforce worth $40K as of Q1 2023.
  • Salesforce was a new Ahrens Investment Partners position in Q1 2023.
  • Salesforce made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #358 holding.
  • Ahrens Investment Partners first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Salesforce position peaked at $93K in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.