Channel Wealth’s Salesforce CRM Stock Holding History

Channel Wealth’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	-1,114	Closed	-$223K	–	189
2023 Q1	$223K	Buy	+1,114	New	+$188K	0.14%	173

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Channel Wealth's CRM Position: Q2 2023 in Review

Channel Wealth sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,114 shares — an estimated $223K sold.

Channel Wealth first reported a position in CRM in Q1 2023 and held it in 1 quarter. The position peaked at $223K in Q1 2023. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Channel Wealth reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Channel Wealth sold 1,114 Salesforce shares in Q2 2023, an estimated $223K.
Channel Wealth first reported a position in Salesforce in Q1 2023 and held it in 1 quarter.
Channel Wealth's Salesforce position peaked at $223K in Q1 2023.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Channel Wealth's 13F filing for Q2 2023, filed 26 Jul 2023.