CP
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Camelot Portfolios’s Salesforce CRM Stock Holding History

Camelot Portfolios’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
Q2 		– Sell
-1,305
Closed -$261K – 197
2023
Q1 		$261K Sell
1,305
-1,882
-59% -$318K 0.18% 144
2022
Q4 		$423K Buy
3,187
+361
+13% +$52.7K 0.31% 95
2022
Q3 		$406K Sell
2,826
-959
-25% -$163K 0.38% 83
2022
Q2 		$625K Buy
3,785
+431
+13% +$76.2K 0.38% 84
2022
Q1 		$712K Buy
3,354
+573
+21% +$123K 0.35% 92
2021
Q4 		$707K Sell
2,781
-1,022
-27% -$287K 0.28% 114
2021
Q3 		$1.03M Sell
3,803
-370
-9% -$94K 0.53% 55
2021
Q2 		$1.02M Buy
4,173
+874
+26% +$201K 0.41% 75
2021
Q1 		$699K Buy
3,299
+1,201
+57% +$267K 0.29% 109
2020
Q4 		$467K Buy
2,098
+862
+70% +$210K 0.24% 113
2020
Q3 		$311K Buy
1,236
+110
+10% +$24.1K 0.19% 130
2020
Q2 		$211K Buy
+1,126
New +$190K 0.14% 179
2019
Q3 		– Sell
-3,304
Closed -$501K – 229
2019
Q2 		$501K Sell
3,304
-279
-8% -$43.7K 0.21% 128
2019
Q1 		$567K Sell
3,583
-1,449
-29% -$225K 0.24% 123
2018
Q4 		$689K Buy
5,032
+333
+7% +$45.8K 0.32% 96
2018
Q3 		$747K Sell
4,699
-2,725
-37% -$404K 0.34% 80
2018
Q2 		$1.01M Sell
7,424
-301
-4% -$38.4K 0.43% 71
2018
Q1 		$899K Buy
+7,725
New +$887K 0.42% 70

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camelot Portfolios's CRM Position: Q2 2023 in Review

Camelot Portfolios sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,305 shares — an estimated $261K sold.

Camelot Portfolios first reported a position in CRM in Q1 2018 and held it in 18 quarters. The position peaked at $1.03M in Q3 2021. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Camelot Portfolios reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Camelot Portfolios sold 1,305 Salesforce shares in Q2 2023, an estimated $261K.
  • Camelot Portfolios first reported a position in Salesforce in Q1 2018 and held it in 18 quarters.
  • Camelot Portfolios's Salesforce position peaked at $1.03M in Q3 2021.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Camelot Portfolios's 13F filing for Q2 2023, filed 25 Jul 2023.