Braun Stacey Associates’s Salesforce CRM Stock Holding History

Braun Stacey Associates’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	-80,274	Closed	-$20.6M	–	120
2024 Q2	$20.6M	Sell	80,274 -8,806	-10%	-$2.36M	0.8%	56
2024 Q1	$26.8M	Sell	89,080 -2,599	-3%	-$750K	1.06%	30
2023 Q4	$24.1M	Sell	91,679 -2,811	-3%	-$636K	1.08%	30
2023 Q3	$19.2M	Sell	94,490 -1,144	-1%	-$247K	0.93%	42
2023 Q2	$20.2M	Sell	95,634 -67,740	-41%	-$13.8M	0.94%	45
2023 Q1	$32.6M	Buy	+163,374	New	+$27.6M	0.85%	58
2022 Q2	–	Sell	-5,691	Closed	-$1.21M	–	134
2022 Q1	$1.21M	Sell	5,691 -53,858	-90%	-$11.6M	0.05%	114
2021 Q4	$15.1M	Buy	+59,549	New	+$16.7M	0.55%	84
2015 Q3	–	Sell	-102,568	Closed	-$7.14M	–	172
2015 Q2	$7.14M	Buy	+102,568	New	+$7.3M	0.3%	102

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

Braun Stacey Associates's CRM Position: Q3 2024 in Review

Braun Stacey Associates sold out of Salesforce (CRM) in Q3 2024, closing a stake of 80,274 shares — an estimated $20.6M sold.

Braun Stacey Associates first reported a position in CRM in Q2 2015 and held it in 9 quarters. The position peaked at $32.6M in Q1 2023. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Braun Stacey Associates reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Braun Stacey Associates sold 80,274 Salesforce shares in Q3 2024, an estimated $20.6M.
Braun Stacey Associates first reported a position in Salesforce in Q2 2015 and held it in 9 quarters.
Braun Stacey Associates's Salesforce position peaked at $32.6M in Q1 2023.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Braun Stacey Associates's 13F filing for Q3 2024, filed 7 Nov 2024.