Bourgeon Capital Management’s Salesforce CRM Stock Holding History

Bourgeon 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 Q1	–	Sell	-322	Closed	-$84.7K	–	157
2023 Q4	$84.7K	Buy	322 +292	+973%	+$66.1K	0.02%	128
2023 Q3	$6.08K	Hold	30	–	–	﹤0.01%	250
2023 Q2	$6.34K	Hold	30	–	–	﹤0.01%	268
2023 Q1	$5.99K	Hold	30	–	–	﹤0.01%	256
2022 Q4	$3.98K	Sell	30 -30	-50%	-$4.38K	﹤0.01%	284
2022 Q3	$9K	Buy	60 +30	+100%	+$5.09K	﹤0.01%	223
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	248
2022 Q1	$6K	Hold	30	–	–	﹤0.01%	247
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	227
2021 Q3	$8K	Hold	30	–	–	﹤0.01%	238
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	241
2021 Q1	$6K	Sell	30 -400	-93%	-$89K	﹤0.01%	244
2020 Q4	$96K	Hold	430	–	–	0.02%	121
2020 Q3	$108K	Buy	430 +400	+1,333%	+$87.6K	0.03%	108
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	208
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	222
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	210
2019 Q3	$4K	Buy	+30	New	+$4.56K	﹤0.01%	210

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bourgeon Capital Management's CRM Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Salesforce (CRM) in Q1 2024, closing a stake of 322 shares — an estimated $84.7K sold.

Bourgeon Capital Management first reported a position in CRM in Q3 2019 and held it in 18 quarters. The position peaked at $108K in Q3 2020. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Bourgeon Capital Management reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 322 Salesforce shares in Q1 2024, an estimated $84.7K.
Bourgeon Capital Management first reported a position in Salesforce in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Salesforce position peaked at $108K in Q3 2020.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.