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Chase Investment Counsel’s Salesforce CRM Stock Holding History

Chase Investment Counsel’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 		– Sell
-10,339
Closed -$3.11M – 131
2024
Q1 		$3.11M Sell
10,339
-38
-0.4% -$11K 1.16% 33
2023
Q4 		$2.73M Buy
10,377
+36
+0.3% +$8.15K 1.21% 31
2023
Q3 		$2.1M Sell
10,341
-10,934
-51% -$2.36M 1.05% 41
2023
Q2 		$4.49M Buy
21,275
+1,783
+9% +$364K 2.27% 9
2023
Q1 		$3.89M Buy
+19,492
New +$3.29M 2.15% 15

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

Chase Investment Counsel's CRM Position: Q2 2024 in Review

Chase Investment Counsel sold out of Salesforce (CRM) in Q2 2024, closing a stake of 10,339 shares — an estimated $3.11M sold.

Chase Investment Counsel first reported a position in CRM in Q1 2023 and held it in 5 quarters. The position peaked at $4.49M in Q2 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Chase Investment Counsel reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 10,339 Salesforce shares in Q2 2024, an estimated $3.11M.
  • Chase Investment Counsel first reported a position in Salesforce in Q1 2023 and held it in 5 quarters.
  • Chase Investment Counsel's Salesforce position peaked at $4.49M in Q2 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Chase Investment Counsel's 13F filing for Q2 2024, filed 2 Aug 2024.