AT
CRM icon

Arden Trust’s Salesforce CRM Stock Holding History

Arden 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 		$424K Sell
1,648
-6
-0.4% -$1.61K 0.06% 149
2024
Q1 		$498K Sell
1,654
-232
-12% -$66.9K 0.07% 147
2023
Q4 		$496K Sell
1,886
-17
-0.9% -$3.85K 0.07% 146
2023
Q3 		$386K Sell
1,903
-110
-5% -$23.8K 0.06% 171
2023
Q2 		$425K Sell
2,013
-1,639
-45% -$335K 0.07% 158
2023
Q1 		$730K Buy
3,652
+286
+8% +$48.3K 0.13% 133
2022
Q4 		$446K Sell
3,366
-1,945
-37% -$284K 0.09% 182
2022
Q3 		$764K Sell
5,311
-86
-2% -$14.6K 0.19% 118
2022
Q2 		$890K Sell
5,397
-1,300
-19% -$230K 0.2% 115
2022
Q1 		$1.42M Sell
6,697
-274
-4% -$59K 0.28% 80
2021
Q4 		$1.77M Buy
6,971
+420
+6% +$118K 0.3% 70
2021
Q3 		$1.78M Buy
6,551
+250
+4% +$63.5K 0.3% 72
2021
Q2 		$1.54M Sell
6,301
-574
-8% -$132K 0.25% 83
2021
Q1 		$1.46M Buy
6,875
+255
+4% +$56.8K 0.25% 86
2020
Q4 		$1.47M Sell
6,620
-366
-5% -$89K 0.24% 87
2020
Q3 		$1.76M Buy
6,986
+1,744
+33% +$382K 0.32% 63
2020
Q2 		$982K Buy
5,242
+946
+22% +$159K 0.18% 113
2020
Q1 		$619K Buy
4,296
+555
+15% +$95.2K 0.12% 147
2019
Q4 		$609K Buy
+3,741
New +$586K 0.1% 191
2019
Q2 		– Sell
-1,278
Closed -$202K – 349
2019
Q1 		$202K Buy
+1,278
New +$198K 0.03% 363
2016
Q3 		– Sell
-14,000
Closed -$1.11K – 363
2016
Q2 		$1.11K Sell
14,000
-1,057
-7% -$83K 0.08% 226
2016
Q1 		$1.11M Sell
15,057
-6,956
-32% -$479K 0.09% 227
2015
Q4 		$1.73M Buy
22,013
+6,335
+40% +$495K 0.15% 153
2015
Q3 		$1.09M Buy
15,678
+9,049
+137% +$641K 0.09% 244
2015
Q2 		$462 Sell
6,629
-1,957
-23% -$139K 0.07% 280
2015
Q1 		$574 Buy
+8,586
New +$533K 0.08% 258

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

Arden Trust's CRM Position: Q2 2024 in Review

Arden Trust reduced its Salesforce (CRM) stake by 0.36% in Q2 2024, selling an estimated $1.61K and leaving 1,648 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #149.

Arden Trust first reported a position in CRM in Q1 2015 and has held it in 26 quarters since. The position peaked at $1.78M in Q3 2021. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Arden Trust held 1,648 shares of Salesforce worth $424K as of Q2 2024.
  • Arden Trust sold 6 Salesforce shares in Q2 2024, an estimated $1.61K.
  • Salesforce made up 0.06% of Arden Trust's portfolio in Q2 2024, its #149 holding.
  • Arden Trust first reported a position in Salesforce in Q1 2015 and has held it in 26 quarters since.
  • Arden Trust's Salesforce position peaked at $1.78M in Q3 2021.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.