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Audent Global Asset Management’s Salesforce CRM Stock Holding History

Audent Global Asset 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
Q3 		– Sell
-10,000
Closed -$2.57M – 45
2024
Q2 		$2.57M Buy
+10,000
New +$2.68M 2.68% 14
2022
Q2 		– Sell
-12,040
Closed -$2.56M – 48
2022
Q1 		$2.56M Buy
+12,040
New +$2.59M 1.4% 24

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

Audent Global Asset Management's CRM Position: Q3 2024 in Review

Audent Global Asset Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 10,000 shares — an estimated $2.57M sold.

Audent Global Asset Management first reported a position in CRM in Q1 2022 and held it in 2 quarters. The position peaked at $2.57M in Q2 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Audent Global Asset Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Audent Global Asset Management sold 10,000 Salesforce shares in Q3 2024, an estimated $2.57M.
  • Audent Global Asset Management first reported a position in Salesforce in Q1 2022 and held it in 2 quarters.
  • Audent Global Asset Management's Salesforce position peaked at $2.57M in Q2 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Audent Global Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.