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American Trust’s Salesforce CRM Stock Holding History

American Trust’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
-740
Closed -$223K – 257
2024
Q1 		$223K Sell
740
-267
-27% -$77K 0.02% 245
2023
Q4 		$265K Buy
+1,007
New +$228K 0.02% 229
2023
Q3 		– Sell
-980
Closed -$207K – 305
2023
Q2 		$207K Buy
+980
New +$200K 0.01% 395

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

American Trust's CRM Position: Q2 2024 in Review

American Trust sold out of Salesforce (CRM) in Q2 2024, closing a stake of 740 shares — an estimated $223K sold.

American Trust first reported a position in CRM in Q2 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • American Trust reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • American Trust sold 740 Salesforce shares in Q2 2024, an estimated $223K.
  • American Trust first reported a position in Salesforce in Q2 2023 and held it in 3 quarters.
  • American Trust's Salesforce position peaked at $265K in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on American Trust's 13F filing for Q2 2024, filed 12 Sep 2024.