Ategra Capital Management’s Salesforce CRM Stock Holding History

Ategra 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
2024 Q2	–	Sell	-1,503	Closed	-$453K	–	37
2024 Q1	$453K	Hold	1,503	–	–	0.2%	70
2023 Q4	$395K	Sell	1,503 -377	-20%	-$85.3K	0.17%	71
2023 Q3	$381K	Hold	1,880	–	–	0.21%	72
2023 Q2	$397K	Hold	1,880	–	–	0.21%	67
2023 Q1	$376K	Hold	1,880	–	–	0.21%	71
2022 Q4	$249K	Hold	1,880	–	–	0.13%	81
2022 Q3	$270K	Sell	1,880 -34	-2%	-$5.76K	0.14%	80
2022 Q2	$316K	Buy	1,914 +808	+73%	+$143K	0.16%	78
2022 Q1	$235K	Buy	1,106 +34	+3%	+$7.32K	0.1%	96
2021 Q4	$272K	Hold	1,072	–	–	0.12%	99
2021 Q3	$291K	Hold	1,072	–	–	0.14%	90
2021 Q2	$262K	Buy	+1,072	New	+$247K	0.13%	94

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ategra Capital Management's CRM Position: Q2 2024 in Review

Ategra Capital Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,503 shares — an estimated $453K sold.

Ategra Capital Management first reported a position in CRM in Q2 2021 and held it in 12 quarters. The position peaked at $453K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Ategra Capital Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Ategra Capital Management sold 1,503 Salesforce shares in Q2 2024, an estimated $453K.
Ategra Capital Management first reported a position in Salesforce in Q2 2021 and held it in 12 quarters.
Ategra Capital Management's Salesforce position peaked at $453K in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.