Column Capital Advisors’s Salesforce CRM Stock Holding History

Column Capital 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
2023 Q3	$64.9K	Sell	320 -7	-2%	-$1.51K	0.01%	283
2023 Q2	$69.1K	Sell	327 -6	-2%	-$1.23K	0.01%	279
2023 Q1	$66.5K	Hold	333	–	–	0.01%	282
2022 Q4	$44.2K	Hold	333	–	–	0.01%	316
2022 Q3	$48K	Hold	333	–	–	0.01%	279
2022 Q2	$55K	Sell	333 -80	-19%	-$14.1K	0.01%	265
2022 Q1	$88K	Buy	413 +239	+137%	+$51.4K	0.02%	216
2021 Q4	$44K	Sell	174 -1	-0.6%	-$281	0.01%	311
2021 Q3	$47K	Buy	175 +28	+19%	+$7.11K	0.01%	276
2021 Q2	$36K	Hold	147	–	–	0.01%	316
2021 Q1	$31K	Hold	147	–	–	0.01%	329
2020 Q4	$33K	Sell	147 -15	-9%	-$3.65K	0.01%	325
2020 Q3	$41K	Sell	162 -60	-27%	-$13.1K	0.01%	275
2020 Q2	$41K	Sell	222 -1,039	-82%	-$175K	0.01%	279
2020 Q1	$182K	Sell	1,261 -1,125	-47%	-$193K	0.07%	76
2019 Q4	$388K	Buy	+2,386	New	+$374K	0.2%	49

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Column Capital Advisors's CRM Position: Q3 2023 in Review

Column Capital Advisors reduced its Salesforce (CRM) stake by 2.1% in Q3 2023, selling an estimated $1.51K and leaving 320 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #283.

Column Capital Advisors first reported a position in CRM in Q4 2019 and has held it in 16 quarters since. The position peaked at $388K in Q4 2019. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Column Capital Advisors held 320 shares of Salesforce worth $64.9K as of Q3 2023.
Column Capital Advisors sold 7 Salesforce shares in Q3 2023, an estimated $1.51K.
Salesforce made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #283 holding.
Column Capital Advisors first reported a position in Salesforce in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Salesforce position peaked at $388K in Q4 2019.
2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.