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Asset Management Corp’s Salesforce CRM Stock Holding History

Asset Management Corp’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 		$1.02M Sell
5,126
-625
-11% -$106K 0.8% 28
2022
Q4 		$763K Sell
5,751
-3,050
-35% -$445K 0.64% 39
2022
Q3 		$1.27M Sell
8,801
-4,215
-32% -$715K 0.76% 30
2022
Q2 		$2.15M Sell
13,016
-565
-4% -$99.8K 1.39% 16
2022
Q1 		$2.88M Buy
13,581
+2,961
+28% +$637K 1.44% 12
2021
Q4 		$2.7M Buy
10,620
+6,100
+135% +$1.71M 1.34% 13
2021
Q3 		$1.23M Sell
4,520
-1,580
-26% -$401K 0.61% 41
2021
Q2 		$1.49M Sell
6,100
-1,127
-16% -$260K 0.86% 30
2021
Q1 		$1.53K Buy
7,227
+2,625
+57% +$584K 0.66% 31
2020
Q4 		$981K Buy
4,602
+2,352
+105% +$572K 0.55% 48
2020
Q3 		$565K Sell
2,250
-50
-2% -$10.9K 0.34% 69
2020
Q2 		$431K Sell
2,300
-50
-2% -$8.43K 0.27% 72
2020
Q1 		$338K Buy
2,350
+300
+15% +$51.4K 0.3% 75
2019
Q4 		$333K Buy
+2,050
New +$321K 0.24% 111

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 $295B AUM 31.6% 1-Year Est. Return

Asset Management Corp's CRM Position: Q1 2023 in Review

Asset Management Corp reduced its Salesforce (CRM) stake by 11% in Q1 2023, selling an estimated $106K and leaving 5,126 shares worth $1.02M. The position accounts for 0.8% of the portfolio, ranked #28.

Asset Management Corp first reported a position in CRM in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.88M in Q1 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Asset Management Corp held 5,126 shares of Salesforce worth $1.02M as of Q1 2023.
  • Asset Management Corp sold 625 Salesforce shares in Q1 2023, an estimated $106K.
  • Salesforce made up 0.8% of Asset Management Corp's portfolio in Q1 2023, its #28 holding.
  • Asset Management Corp first reported a position in Salesforce in Q4 2019 and has held it in 14 quarters since.
  • Asset Management Corp's Salesforce position peaked at $2.88M in Q1 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.