Alpha DNA Investment Management’s Salesforce CRM Stock Holding History

Alpha DNA Investment Management’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	–	Sell	-6,963	Closed	-$1.39M	–	169
2023 Q1	$1.39M	Buy	+6,963	New	+$1.18M	0.41%	50
2021 Q4	–	Sell	-6,412	Closed	-$1.74M	–	114
2021 Q3	$1.74M	Buy	+6,412	New	+$1.63M	1.18%	6
2021 Q2	–	Sell	-4,177	Closed	-$884K	–	211
2021 Q1	$884K	Buy	4,177 +1,475	+55%	+$328K	1.02%	18
2020 Q4	$601K	Buy	+2,702	New	+$657K	0.64%	73

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

Alpha DNA Investment Management's CRM Position: Q2 2023 in Review

Alpha DNA Investment Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 6,963 shares — an estimated $1.39M sold.

Alpha DNA Investment Management first reported a position in CRM in Q4 2020 and held it in 4 quarters. The position peaked at $1.74M in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Alpha DNA Investment Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Alpha DNA Investment Management sold 6,963 Salesforce shares in Q2 2023, an estimated $1.39M.
Alpha DNA Investment Management first reported a position in Salesforce in Q4 2020 and held it in 4 quarters.
Alpha DNA Investment Management's Salesforce position peaked at $1.74M in Q3 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Alpha DNA Investment Management's 13F filing for Q2 2023, filed 31 Jul 2023.