AJ Wealth Strategies’s Salesforce CRM Stock Holding History

AJ Wealth Strategies’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 Q2	$2.02M	Buy	9,562 +96	+1%	+$19.6K	0.1%	93
2023 Q1	$1.89M	Sell	9,466 -1,916	-17%	-$324K	0.1%	92
2022 Q4	$1.51M	Hold	11,382	–	–	0.08%	105
2022 Q3	$1.64M	Sell	11,382 -4,801	-30%	-$814K	0.1%	97
2022 Q2	$2.67M	Hold	16,183	–	–	0.14%	74
2022 Q1	$3.44M	Sell	16,183 -6,495	-29%	-$1.4M	0.17%	74
2021 Q4	$5.76M	Sell	22,678 -379	-2%	-$106K	0.27%	44
2021 Q3	$6.25M	Sell	23,057 -3,113	-12%	-$791K	0.34%	41
2021 Q2	$6.39M	Sell	26,170 -3,630	-12%	-$837K	0.38%	35
2021 Q1	$6.31M	Sell	29,800 -3,049	-9%	-$679K	0.45%	26
2020 Q4	$7.31M	Buy	32,849 +4,779	+17%	+$1.16M	0.64%	22
2020 Q3	$7.05M	Sell	28,070 -13,266	-32%	-$2.9M	0.72%	20
2020 Q2	$7.74M	Sell	41,336 -12,256	-23%	-$2.07M	0.86%	17
2020 Q1	$7.72M	Buy	+53,592	New	+$9.19M	1.05%	14

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJ Wealth Strategies's CRM Position: Q2 2023 in Review

AJ Wealth Strategies increased its Salesforce (CRM) stake by 1% in Q2 2023, buying an estimated $19.6K and bringing the position to 9,562 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #93.

AJ Wealth Strategies first reported a position in CRM in Q1 2020 and has held it in 14 quarters since. The position peaked at $7.74M in Q2 2020. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

AJ Wealth Strategies held 9,562 shares of Salesforce worth $2.02M as of Q2 2023.
AJ Wealth Strategies bought 96 Salesforce shares in Q2 2023, an estimated $19.6K.
Salesforce made up 0.1% of AJ Wealth Strategies's portfolio in Q2 2023, its #93 holding.
AJ Wealth Strategies first reported a position in Salesforce in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's Salesforce position peaked at $7.74M in Q2 2020.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.