AM Squared’s Salesforce CRM Stock Holding History

AM Squared’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 Q3	–	Sell	-800	Closed	-$169K	–	96
2023 Q2	$169K	Sell	800 -3,400	-81%	-$694K	0.19%	45
2023 Q1	$839K	Sell	4,200 -2,500	-37%	-$422K	0.65%	22
2022 Q4	$888K	Buy	+6,700	New	+$978K	0.58%	22

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AM Squared's CRM Position: Q3 2023 in Review

AM Squared sold out of Salesforce (CRM) in Q3 2023, closing a stake of 800 shares — an estimated $169K sold.

AM Squared first reported a position in CRM in Q4 2022 and held it in 3 quarters. The position peaked at $888K in Q4 2022. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

AM Squared reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
AM Squared sold 800 Salesforce shares in Q3 2023, an estimated $169K.
AM Squared first reported a position in Salesforce in Q4 2022 and held it in 3 quarters.
AM Squared's Salesforce position peaked at $888K in Q4 2022.
2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on AM Squared's 13F filing for Q3 2023, filed 7 Nov 2023.