Clear Rock Advisors’s Salesforce CRM Stock Holding History

Clear Rock Advisors’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	$3.08M	Buy	+11,964	New	+$3.2M	1.31%	25

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

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 $295B AUM 31.6% 1-Year Est. Return

Clear Rock Advisors's CRM Position: Q2 2024 in Review

Clear Rock Advisors opened a new position in Salesforce (CRM) in Q2 2024: 11,964 shares worth $3.08M. The stake represents 1.31% of the portfolio and ranks #25 among its holdings.

2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Clear Rock Advisors held 11,964 shares of Salesforce worth $3.08M as of Q2 2024.
Salesforce was a new Clear Rock Advisors position in Q2 2024.
Salesforce made up 1.31% of Clear Rock Advisors's portfolio in Q2 2024, its #25 holding.
2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.