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AMS Capital’s Salesforce CRM Stock Holding History

AMS Capital’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
Q3 		– Sell
-22,372
Closed -$5.75M – 19
2024
Q2 		$5.75M Buy
22,372
+2,282
+11% +$611K 1.2% 13
2024
Q1 		$6.05M Buy
+20,090
New +$5.8M 1.66% 10
2022
Q1 		– Sell
-10,000
Closed -$2.54M – 26
2021
Q4 		$2.54M Buy
+10,000
New +$2.81M 0.57% 24
2021
Q3 		– Sell
-70,000
Closed -$17.1M – 28
2021
Q2 		$17.1M Sell
70,000
-5,000
-7% -$1.15M 2.44% 18
2021
Q1 		$15.9M Buy
75,000
+31,000
+70% +$6.9M 2.51% 16
2020
Q4 		$9.79M Buy
44,000
+24,000
+120% +$5.84M 1.93% 16
2020
Q3 		$5.03M Buy
+20,000
New +$4.38M 1.21% 19
2020
Q2 		– Sell
-50,000
Closed -$7.2M – 23
2020
Q1 		$7.2M Hold
50,000
– – 4.43% 6
2019
Q4 		$8.13M Buy
50,000
+5,000
+11% +$784K 4.87% 5
2019
Q3 		$6.68M Buy
+45,000
New +$6.84M 2.83% 10

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AMS Capital's CRM Position: Q3 2024 in Review

AMS Capital sold out of Salesforce (CRM) in Q3 2024, closing a stake of 22,372 shares — an estimated $5.75M sold.

AMS Capital first reported a position in CRM in Q3 2019 and held it in 10 quarters. The position peaked at $17.1M in Q2 2021. 2,649 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • AMS Capital reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • AMS Capital sold 22,372 Salesforce shares in Q3 2024, an estimated $5.75M.
  • AMS Capital first reported a position in Salesforce in Q3 2019 and held it in 10 quarters.
  • AMS Capital's Salesforce position peaked at $17.1M in Q2 2021.
  • 2,649 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on AMS Capital's 13F filing for Q3 2024, filed 22 Oct 2024.