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BBJS Financial Advisors’s Salesforce CRM Stock Holding History

BBJS Financial Advisors’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 		– Sell
-9,376
Closed -$1.24M – 133
2022
Q4 		$1.24M Buy
+9,376
New +$1.37M 0.56% 29

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

BBJS Financial Advisors's CRM Position: Q1 2023 in Review

BBJS Financial Advisors sold out of Salesforce (CRM) in Q1 2023, closing a stake of 9,376 shares — an estimated $1.24M sold.

BBJS Financial Advisors first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $1.24M in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • BBJS Financial Advisors reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 9,376 Salesforce shares in Q1 2023, an estimated $1.24M.
  • BBJS Financial Advisors first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
  • BBJS Financial Advisors's Salesforce position peaked at $1.24M in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on BBJS Financial Advisors's 13F filing for Q1 2023, filed 16 May 2023.