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Alpine Woods Capital Investors’s Salesforce CRM Stock Holding History

Alpine Woods Capital Investors’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
Q2 		– Sell
-4,600
Closed -$1.24M – 178
2024
Q1 		$1.24M Sell
4,600
-6,400
-58% -$1.85M 0.25% 106
2023
Q4 		$2.89M Buy
+11,000
New +$2.49M 0.43% 78
2021
Q1 		– Sell
-1,800
Closed -$401K – 234
2020
Q4 		$401K Hold
1,800
– – 0.05% 190
2020
Q3 		$452K Buy
1,800
+200
+13% +$43.8K 0.07% 191
2020
Q2 		$300K Buy
+1,600
New +$270K 0.06% 216

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

Alpine Woods Capital Investors's CRM Position: Q2 2024 in Review

Alpine Woods Capital Investors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 4,600 shares — an estimated $1.24M sold.

Alpine Woods Capital Investors first reported a position in CRM in Q2 2020 and held it in 5 quarters. The position peaked at $2.89M in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Alpine Woods Capital Investors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 4,600 Salesforce shares in Q2 2024, an estimated $1.24M.
  • Alpine Woods Capital Investors first reported a position in Salesforce in Q2 2020 and held it in 5 quarters.
  • Alpine Woods Capital Investors's Salesforce position peaked at $2.89M in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2024, filed 6 Aug 2024.