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 $5.72T AUM 30.48% 1-Year Est. Return

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 World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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