AT
CRM icon

Arvest Trust’s Salesforce CRM Stock Holding History

Arvest 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 		$334K Sell
1,300
-154
-11% -$41.2K 0.02% 139
2024
Q1 		$438K Buy
1,454
+30
+2% +$8.66K 0.02% 128
2023
Q4 		$375K Buy
1,424
+106
+8% +$24K 0.02% 136
2023
Q3 		$267K Sell
1,318
-190
-13% -$41.1K 0.02% 137
2023
Q2 		$339K Buy
1,508
+146
+11% +$29.8K 0.02% 133
2023
Q1 		$272K Buy
+1,362
New +$230K 0.02% 132
2022
Q3 		– Sell
-1,298
Closed -$214K – 181
2022
Q2 		$214K Sell
1,298
-52
-4% -$9.19K 0.01% 144
2022
Q1 		$287K Sell
1,350
-107
-7% -$23K 0.02% 141
2021
Q4 		$370K Buy
+1,457
New +$409K 0.02% 131

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

Arvest Trust's CRM Position: Q2 2024 in Review

Arvest Trust reduced its Salesforce (CRM) stake by 11% in Q2 2024, selling an estimated $41.2K and leaving 1,300 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #139.

Arvest Trust first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. The position peaked at $438K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Arvest Trust held 1,300 shares of Salesforce worth $334K as of Q2 2024.
  • Arvest Trust sold 154 Salesforce shares in Q2 2024, an estimated $41.2K.
  • Salesforce made up 0.02% of Arvest Trust's portfolio in Q2 2024, its #139 holding.
  • Arvest Trust first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
  • Arvest Trust's Salesforce position peaked at $438K in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.