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Carmichael Hill & Associates’s Salesforce CRM Stock Holding History

Carmichael Hill & 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 		$13.4K Buy
49
+25
+104% +$6.4K ﹤0.01% 552
2024
Q2 		$6.17K Buy
24
+5
+26% +$1.34K ﹤0.01% 623
2024
Q1 		$5.72K Hold
19
– – ﹤0.01% 625
2023
Q4 		$5K Hold
19
– – ﹤0.01% 648
2023
Q3 		$3.85K Hold
19
– – ﹤0.01% 657
2023
Q2 		$4.01K Hold
19
– – ﹤0.01% 653
2023
Q1 		$3.8K Hold
19
– – ﹤0.01% 656
2022
Q4 		$2.52K Sell
19
-100
-84% -$14.6K ﹤0.01% 676
2022
Q3 		$17K Hold
119
– – 0.01% 504
2022
Q2 		$20K Buy
119
+9
+8% +$1.59K 0.01% 468
2022
Q1 		$23K Hold
110
– – 0.01% 478
2021
Q4 		$28K Sell
110
-56
-34% -$15.7K 0.01% 469
2021
Q3 		$45K Buy
166
+56
+51% +$14.2K 0.02% 366
2021
Q2 		$27K Hold
110
– – 0.01% 473
2021
Q1 		$23K Hold
110
– – 0.01% 478
2020
Q4 		$24K Hold
110
– – 0.01% 444
2020
Q3 		$28K Buy
110
+10
+10% +$2.19K 0.02% 383
2020
Q2 		$19K Hold
100
– – 0.01% 420
2020
Q1 		$14K Hold
100
– – 0.01% 412
2019
Q4 		$16K Buy
+100
New +$15.7K 0.01% 423

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carmichael Hill & Associates's CRM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Salesforce (CRM) stake by 104% in Q3 2024, buying an estimated $6.4K and bringing the position to 49 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Carmichael Hill & Associates first reported a position in CRM in Q4 2019 and has held it in 20 quarters since. The position peaked at $45K in Q3 2021. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Carmichael Hill & Associates held 49 shares of Salesforce worth $13.4K as of Q3 2024.
  • Carmichael Hill & Associates bought 25 Salesforce shares in Q3 2024, an estimated $6.4K.
  • Salesforce made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #552 holding.
  • Carmichael Hill & Associates first reported a position in Salesforce in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Salesforce position peaked at $45K in Q3 2021.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.