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Alera Investment Advisors’s Salesforce CRM Stock Holding History

Alera Investment Advisors’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
Q3 		$656K Buy
2,398
+213
+10% +$54.6K 0.08% 111
2024
Q2 		$562K Buy
2,185
+1,315
+151% +$352K 0.07% 118
2024
Q1 		$262K Buy
870
+99
+13% +$28.6K 0.04% 145
2023
Q4 		$203K Buy
+771
New +$174K 0.03% 157
2019
Q2 		– Sell
-295
Closed -$47K – 285
2019
Q1 		$47K Sell
295
-66
-18% -$10.2K 0.02% 169
2018
Q4 		$49K Buy
+361
New +$49.7K 0.03% 175

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alera Investment Advisors's CRM Position: Q3 2024 in Review

Alera Investment Advisors increased its Salesforce (CRM) stake by 9.7% in Q3 2024, buying an estimated $54.6K and bringing the position to 2,398 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #111.

Alera Investment Advisors first reported a position in CRM in Q4 2018 and has held it in 6 quarters since. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Alera Investment Advisors held 2,398 shares of Salesforce worth $656K as of Q3 2024.
  • Alera Investment Advisors bought 213 Salesforce shares in Q3 2024, an estimated $54.6K.
  • Salesforce made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #111 holding.
  • Alera Investment Advisors first reported a position in Salesforce in Q4 2018 and has held it in 6 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.