Alterity Financial Group’s Salesforce CRM Stock Holding History

Alterity Financial Group’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 Q4	$1.12M	Sell	4,245 -75	-2%	-$17K	1.6%	19
2023 Q3	$876K	Sell	4,320 -2,950	-41%	-$637K	1.39%	22
2023 Q2	$1.54M	Sell	7,270 -2,100	-22%	-$429K	2.22%	11
2023 Q1	$1.87M	Sell	9,370 -255	-3%	-$43.1K	2.74%	8
2022 Q4	$1.28M	Sell	9,625 -245	-2%	-$35.8K	2.07%	16
2022 Q3	$1.42M	Sell	9,870 -105	-1%	-$17.8K	2.29%	12
2022 Q2	$1.65M	Buy	+9,975	New	+$1.76M	2.45%	9
2021 Q4	$3.21M	Buy	+12,630	New	+$3.55M	3.43%	5
2021 Q1	$2.21M	Buy	+10,425	New	+$2.32M	2.68%	10

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Alterity Financial Group's CRM Position: Q4 2023 in Review

Alterity Financial Group reduced its Salesforce (CRM) stake by 1.7% in Q4 2023, selling an estimated $17K and leaving 4,245 shares worth $1.12M. The position accounts for 1.6% of the portfolio, ranked #19.

Alterity Financial Group first reported a position in CRM in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Alterity Financial Group held 4,245 shares of Salesforce worth $1.12M as of Q4 2023.
Alterity Financial Group sold 75 Salesforce shares in Q4 2023, an estimated $17K.
Salesforce made up 1.6% of Alterity Financial Group's portfolio in Q4 2023, its #19 holding.
Alterity Financial Group first reported a position in Salesforce in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Salesforce position peaked at $3.21M in Q4 2021.
2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.