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Antonetti Capital Management’s Salesforce CRM Stock Holding History

Antonetti Capital 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
Q3 		$60.8K Hold
300
– – 0.1% 91
2023
Q2 		$63.4K Hold
300
– – 0.09% 84
2023
Q1 		$59.9K Hold
300
– – 0.09% 85
2022
Q4 		$39.8K Sell
300
-150
-33% -$21.9K 0.05% 114
2022
Q3 		$65K Hold
450
– – 0.07% 83
2022
Q2 		$74K Sell
450
-55
-11% -$9.72K 0.08% 84
2022
Q1 		$107K Hold
505
– – 0.1% 78
2021
Q4 		$128K Sell
505
-6
-1% -$1.69K 0.1% 104
2021
Q3 		$139K Buy
+511
New +$130K 0.11% 95

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Antonetti Capital Management's CRM Position: Q3 2023 in Review

Antonetti Capital Management held its Salesforce (CRM) position steady in Q3 2023 at 300 shares worth $60.8K. The position accounts for 0.1% of the portfolio, ranked #91.

Antonetti Capital Management first reported a position in CRM in Q3 2021 and has held it in 9 quarters since. The position peaked at $139K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Antonetti Capital Management held 300 shares of Salesforce worth $60.8K as of Q3 2023.
  • Antonetti Capital Management left its Salesforce share count unchanged in Q3 2023.
  • Salesforce made up 0.1% of Antonetti Capital Management's portfolio in Q3 2023, its #91 holding.
  • Antonetti Capital Management first reported a position in Salesforce in Q3 2021 and has held it in 9 quarters since.
  • Antonetti Capital Management's Salesforce position peaked at $139K in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.