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Claraphi Advisory Network’s Salesforce CRM Stock Holding History

Claraphi Advisory Network’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
2022
Q3 		– Sell
-2,989
Closed -$493K – 214
2022
Q2 		$493K Sell
2,989
-480
-14% -$84.8K 0.17% 139
2022
Q1 		$737K Buy
3,469
+14
+0.4% +$3.01K 0.21% 107
2021
Q4 		$878K Sell
3,455
-809
-19% -$227K 0.31% 75
2021
Q3 		$1.16M Buy
4,264
+253
+6% +$64.3K 0.41% 50
2021
Q2 		$980K Sell
4,011
-363
-8% -$83.7K 0.3% 69
2021
Q1 		$927K Sell
4,374
-93
-2% -$20.7K 0.26% 86
2020
Q4 		$994K Buy
4,467
+3,119
+231% +$758K 0.27% 70
2020
Q3 		$339K Buy
1,348
+10
+0.7% +$2.19K 0.12% 162
2020
Q2 		$251K Sell
1,338
-869
-39% -$146K 0.11% 191
2020
Q1 		$318K Buy
2,207
+767
+53% +$132K 0.15% 135
2019
Q4 		$234K Sell
1,440
-499
-26% -$78.2K 0.14% 162
2019
Q3 		$288K Sell
1,939
-2,101
-52% -$319K 0.17% 134
2019
Q2 		$613K Buy
4,040
+1,075
+36% +$168K 0.36% 64
2019
Q1 		$469K Buy
2,965
+1,421
+92% +$220K 0.29% 83
2018
Q4 		$211K Sell
1,544
-499
-24% -$68.6K 0.16% 178
2018
Q3 		$325K Sell
2,043
-179
-8% -$26.6K 0.18% 150
2018
Q2 		$303K Sell
2,222
-84
-4% -$10.7K 0.2% 151
2018
Q1 		$268K Buy
+2,306
New +$265K 0.19% 166

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claraphi Advisory Network's CRM Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Salesforce (CRM) in Q3 2022, closing a stake of 2,989 shares — an estimated $493K sold.

Claraphi Advisory Network first reported a position in CRM in Q1 2018 and held it in 18 quarters. The position peaked at $1.16M in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Claraphi Advisory Network reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,989 Salesforce shares in Q3 2022, an estimated $493K.
  • Claraphi Advisory Network first reported a position in Salesforce in Q1 2018 and held it in 18 quarters.
  • Claraphi Advisory Network's Salesforce position peaked at $1.16M in Q3 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.