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	–	Hold	0	–	–	–	291
2024 Q2	–	Hold	0	–	–	–	279
2024 Q1	–	Hold	0	–	–	–	320
2023 Q4	–	Hold	0	–	–	–	247
2023 Q3	–	Hold	0	–	–	–	222
2023 Q2	–	Hold	0	–	–	–	223
2023 Q1	–	Hold	0	–	–	–	215
2022 Q4	–	Hold	0	–	–	–	292
2022 Q3	–	Hold	0	–	–	–	268
2022 Q2	–	Sell	-500	Closed	-$88.3K	–	254
2022 Q1	$105K	Sell	500 -200	-29%	-$43K	0.05%	238
2021 Q4	$178K	Buy	700 +200	+40%	+$56.2K	0.08%	198
2021 Q3	$135K	Hold	500	–	–	0.07%	212
2021 Q2	$122K	Hold	500	–	–	0.06%	223
2021 Q1	$106K	Buy	500 +200	+67%	+$44.5K	0.06%	227
2020 Q4	$67K	Hold	300	–	–	0.04%	277
2020 Q3	$75K	Hold	300	–	–	0.05%	245
2020 Q2	$56K	Hold	300	–	–	0.04%	263
2020 Q1	$43K	Hold	300	–	–	0.04%	274
2019 Q4	$49K	Buy	+300	New	+$47K	0.03%	284

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

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.