Benedetti & Gucer’s Salesforce CRM Stock Holding History

Benedetti & Gucer’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 Q3	–	Sell	-1,083	Closed	-$229K	–	144
2023 Q2	$229K	Buy	+1,083	New	+$221K	0.12%	130

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 World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Benedetti & Gucer's CRM Position: Q3 2023 in Review

Benedetti & Gucer sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,083 shares — an estimated $229K sold.

Benedetti & Gucer first reported a position in CRM in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Benedetti & Gucer reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 1,083 Salesforce shares in Q3 2023, an estimated $229K.
Benedetti & Gucer first reported a position in Salesforce in Q2 2023 and held it in 1 quarter.
Benedetti & Gucer's Salesforce position peaked at $229K in Q2 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.