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Almanack Investment Partners’s Salesforce CRM Stock Holding History

Almanack 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
2022
Q4 		– Sell
-452
Closed -$65K – 381
2022
Q3 		$65K Buy
+452
New +$76.6K 0.01% 225
2022
Q2 		– Sell
-1,027
Closed -$218K – 467
2022
Q1 		$218K Sell
1,027
-27
-3% -$5.81K 0.02% 435
2021
Q4 		$268K Sell
1,054
-211
-17% -$59.3K 0.02% 402
2021
Q3 		$343K Buy
1,265
+430
+51% +$109K 0.03% 338
2021
Q2 		$204K Sell
835
-483
-37% -$111K 0.02% 403
2021
Q1 		$279K Buy
+1,318
New +$293K 0.03% 329
2020
Q4 		– Sell
-999
Closed -$247K – 408
2020
Q3 		$247K Buy
+999
New +$219K 0.03% 333

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Almanack Investment Partners's CRM Position: Q4 2022 in Review

Almanack Investment Partners sold out of Salesforce (CRM) in Q4 2022, closing a stake of 452 shares — an estimated $65K sold.

Almanack Investment Partners first reported a position in CRM in Q3 2020 and held it in 7 quarters. The position peaked at $343K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Almanack Investment Partners reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 452 Salesforce shares in Q4 2022, an estimated $65K.
  • Almanack Investment Partners first reported a position in Salesforce in Q3 2020 and held it in 7 quarters.
  • Almanack Investment Partners's Salesforce position peaked at $343K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.