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Charles D. Hyman’s Salesforce CRM Stock Holding History

Charles D. Hyman’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
Q2 		$5.5M Sell
21,379
-100
-0.5% -$26.8K 0.31% 55
2024
Q1 		$6.47M Buy
21,479
+20
+0.1% +$5.77K 0.36% 53
2023
Q4 		$5.65M Sell
21,459
-150
-0.7% -$33.9K 0.34% 53
2023
Q3 		$4.38M Sell
21,609
-450
-2% -$97.2K 0.29% 61
2023
Q2 		$4.66M Sell
22,059
-100
-0.5% -$20.4K 0.29% 59
2023
Q1 		$4.43M Buy
22,159
+390
+2% +$65.9K 0.3% 64
2022
Q4 		$2.89M Sell
21,769
-4,080
-16% -$595K 0.2% 77
2022
Q3 		$3.72M Buy
25,849
+2,788
+12% +$473K 0.29% 65
2022
Q2 		$3.81M Buy
23,061
+5,540
+32% +$979K 0.28% 68
2022
Q1 		$3.72M Buy
17,521
+11,050
+171% +$2.38M 0.23% 69
2021
Q4 		$1.64M Hold
6,471
– – 0.1% 103
2021
Q3 		$1.75M Buy
6,471
+164
+3% +$41.6K 0.12% 98
2021
Q2 		$1.54M Hold
6,307
– – 0.11% 101
2021
Q1 		$1.34M Sell
6,307
-187
-3% -$41.6K 0.1% 104
2020
Q4 		$1.45M Sell
6,494
-20
-0.3% -$4.86K 0.12% 97
2020
Q3 		$1.64M Buy
6,514
+1,127
+21% +$247K 0.14% 93
2020
Q2 		$1.01M Buy
5,387
+2,895
+116% +$488K 0.1% 103
2020
Q1 		$359K Hold
2,492
– – 0.05% 134
2019
Q4 		$405K Buy
2,492
+12
+0.5% +$1.88K 0.04% 142
2019
Q3 		$368K Sell
2,480
-500
-17% -$76K 0.04% 143
2019
Q2 		$452K Hold
2,980
– – 0.05% 130
2019
Q1 		$472K Hold
2,980
– – 0.05% 131
2018
Q4 		$408K Hold
2,980
– – 0.05% 126
2018
Q3 		$474K Hold
2,980
– – 0.05% 126
2018
Q2 		$406K Hold
2,980
– – 0.05% 129
2018
Q1 		$347K Hold
2,980
– – 0.04% 133
2017
Q4 		$305K Buy
+2,980
New +$304K 0.04% 131

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

Charles D. Hyman's CRM Position: Q2 2024 in Review

Charles D. Hyman reduced its Salesforce (CRM) stake by 0.47% in Q2 2024, selling an estimated $26.8K and leaving 21,379 shares worth $5.5M. The position accounts for 0.31% of the portfolio, ranked #55.

Charles D. Hyman first reported a position in CRM in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.47M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Charles D. Hyman held 21,379 shares of Salesforce worth $5.5M as of Q2 2024.
  • Charles D. Hyman sold 100 Salesforce shares in Q2 2024, an estimated $26.8K.
  • Salesforce made up 0.31% of Charles D. Hyman's portfolio in Q2 2024, its #55 holding.
  • Charles D. Hyman first reported a position in Salesforce in Q4 2017 and has held it in 27 quarters since.
  • Charles D. Hyman's Salesforce position peaked at $6.47M in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.