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Andesa Financial Management’s Salesforce CRM Stock Holding History

Andesa Financial Management’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
Q1 		$362K Buy
5,003
+2,484
+99% +$420K 0.19% 86
2022
Q4 		$334K Sell
2,519
-1,419
-36% -$207K 0.18% 108
2022
Q3 		$569K Buy
3,938
+1,033
+36% +$175K 0.2% 82
2022
Q2 		$479K Buy
2,905
+698
+32% +$123K 0.3% 76
2022
Q1 		$469K Buy
2,207
+100
+5% +$21.5K 0.25% 87
2021
Q4 		$535K Buy
2,107
+162
+8% +$45.5K 0.26% 85
2021
Q3 		$527K Sell
1,945
-449
-19% -$114K 0.29% 81
2021
Q2 		$583K Buy
2,394
+46
+2% +$10.6K 0.18% 85
2021
Q1 		$497K Buy
2,348
+446
+23% +$99.3K 0.16% 92
2020
Q4 		$422K Sell
1,902
-1,699
-47% -$413K 0.28% 83
2020
Q3 		$905K Buy
3,601
+1,116
+45% +$244K 0.37% 61
2020
Q2 		$465K Buy
2,485
+1,080
+77% +$182K 0.41% 65
2020
Q1 		$202K Sell
1,405
-14
-1% -$2.4K 0.23% 83
2019
Q4 		$230K Sell
1,419
-115
-7% -$18K 0.2% 91
2019
Q3 		$227K Sell
1,534
-141
-8% -$21.4K 0.22% 95
2019
Q2 		$252K Sell
1,675
-1,557
-48% -$244K 0.24% 88
2019
Q1 		$510K Buy
3,232
+1,734
+116% +$269K 0.25% 79
2018
Q4 		$204K Buy
+1,498
New +$206K 0.24% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Andesa Financial Management's CRM Position: Q1 2023 in Review

Andesa Financial Management increased its Salesforce (CRM) stake by 99% in Q1 2023, buying an estimated $420K and bringing the position to 5,003 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #86.

Andesa Financial Management first reported a position in CRM in Q4 2018 and has held it in 18 quarters since. The position peaked at $905K in Q3 2020. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Andesa Financial Management held 5,003 shares of Salesforce worth $362K as of Q1 2023.
  • Andesa Financial Management bought 2,484 Salesforce shares in Q1 2023, an estimated $420K.
  • Salesforce made up 0.19% of Andesa Financial Management's portfolio in Q1 2023, its #86 holding.
  • Andesa Financial Management first reported a position in Salesforce in Q4 2018 and has held it in 18 quarters since.
  • Andesa Financial Management's Salesforce position peaked at $905K in Q3 2020.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.