CDIA
CRM icon

Capital Directions Investment Advisors’s Salesforce CRM Stock Holding History

Capital Directions Investment 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
2022
Q4 		$27.6K Buy
+208
New +$30.4K 0.01% 157
2022
Q3 		– Sell
-403
Closed -$68.3K – 135
2022
Q2 		$67K Sell
403
-175
-30% -$30.9K 0.02% 109
2022
Q1 		$123K Buy
+578
New +$124K 0.04% 87
2021
Q4 		– Sell
-499
Closed -$135K – 93
2021
Q3 		$135K Buy
499
+96
+24% +$24.4K 0.04% 79
2021
Q2 		$98K Buy
+403
New +$92.9K 0.03% 83
2021
Q1 		– Sell
-208
Closed -$46K – 216
2020
Q4 		$46K Hold
208
– – 0.02% 119
2020
Q3 		$52K Hold
208
– – 0.02% 106
2020
Q2 		$39K Hold
208
– – 0.02% 118
2020
Q1 		$30K Hold
208
– – 0.01% 138
2019
Q4 		$34K Hold
208
– – 0.01% 153
2019
Q3 		$31K Buy
+208
New +$31.6K 0.01% 155

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's CRM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Salesforce (CRM) in Q4 2022: 208 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in CRM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in CRM in Q3 2019 and has held it in 11 quarters since. The position peaked at $135K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Capital Directions Investment Advisors held 208 shares of Salesforce worth $27.6K as of Q4 2022.
  • Salesforce was a new Capital Directions Investment Advisors position in Q4 2022.
  • Salesforce made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #157 holding.
  • Capital Directions Investment Advisors first reported a position in Salesforce in Q3 2019 and has held it in 11 quarters since.
  • Capital Directions Investment Advisors's Salesforce position peaked at $135K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.