American Research & Management Company’s Salesforce CRM Stock Holding History

American Research & Management Company’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 Q3	$16K	Buy	113 +73	+183%	+$12.4K	﹤0.01%	270
2022 Q2	$7K	Hold	40	–	–	﹤0.01%	308
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	313
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	302
2021 Q3	$11K	Hold	40	–	–	﹤0.01%	293
2021 Q2	$10K	Hold	40	–	–	﹤0.01%	307
2021 Q1	$8K	Hold	40	–	–	﹤0.01%	304
2020 Q4	$9K	Sell	40 -28	-41%	-$6.81K	﹤0.01%	295
2020 Q3	$17K	Buy	68 +40	+143%	+$8.76K	0.01%	239
2020 Q2	$5K	Buy	+28	New	+$4.72K	﹤0.01%	293

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Research & Management Company's CRM Position: Q3 2022 in Review

American Research & Management Company increased its Salesforce (CRM) stake by 183% in Q3 2022, buying an estimated $12.4K and bringing the position to 113 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

American Research & Management Company first reported a position in CRM in Q2 2020 and has held it in 10 quarters since. The position peaked at $17K in Q3 2020. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

American Research & Management Company held 113 shares of Salesforce worth $16K as of Q3 2022.
American Research & Management Company bought 73 Salesforce shares in Q3 2022, an estimated $12.4K.
Salesforce made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #270 holding.
American Research & Management Company first reported a position in Salesforce in Q2 2020 and has held it in 10 quarters since.
American Research & Management Company's Salesforce position peaked at $17K in Q3 2020.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.