CEDRUS’s Salesforce CRM Stock Holding History

CEDRUS’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	$574K	Buy	2,096 +157	+8%	+$40.2K	0.21%	92
2024 Q2	$499K	Buy	1,939 +55	+3%	+$14.7K	0.25%	76
2024 Q1	$567K	Buy	1,884 +583	+45%	+$168K	0.31%	66
2023 Q4	$342K	Buy	+1,301	New	+$294K	0.21%	105

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

CEDRUS's CRM Position: Q3 2024 in Review

CEDRUS increased its Salesforce (CRM) stake by 8.1% in Q3 2024, buying an estimated $40.2K and bringing the position to 2,096 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #92.

CEDRUS first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. 2,649 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

CEDRUS held 2,096 shares of Salesforce worth $574K as of Q3 2024.
CEDRUS bought 157 Salesforce shares in Q3 2024, an estimated $40.2K.
Salesforce made up 0.21% of CEDRUS's portfolio in Q3 2024, its #92 holding.
CEDRUS first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
2,649 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.