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Comerica Securities’s Salesforce CRM Stock Holding History

Comerica Securities’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 		$3.25M Sell
16,042
-436
-3% -$94.2K 0.27% 92
2023
Q2 		$3.48M Buy
16,478
+7,766
+89% +$1.59M 0.24% 102
2023
Q1 		$1.74M Sell
8,712
-3,658
-30% -$618K 0.13% 163
2022
Q4 		$1.64M Sell
12,370
-1,130
-8% -$165K 0.12% 167
2022
Q3 		$1.94M Sell
13,500
-264
-2% -$44.8K 0.16% 140
2022
Q2 		$2.27M Sell
13,764
-212
-2% -$37.5K 0.17% 135
2022
Q1 		$2.97M Buy
13,976
+164
+1% +$35.3K 0.2% 122
2021
Q4 		$3.51M Buy
13,812
+196
+1% +$55.1K 0.23% 109
2021
Q3 		$3.69M Buy
13,616
+1,227
+10% +$312K 0.26% 104
2021
Q2 		$3.03M Sell
12,389
-257
-2% -$59.2K 0.23% 113
2021
Q1 		$2.68M Sell
12,646
-744
-6% -$166K 0.2% 117
2020
Q4 		$2.98M Sell
13,390
-769
-5% -$187K 0.24% 98
2020
Q3 		$3.56M Buy
14,159
+662
+5% +$145K 0.32% 79
2020
Q2 		$2.53M Buy
13,497
+1,652
+14% +$278K 0.24% 95
2020
Q1 		$1.71M Buy
11,845
+613
+5% +$105K 0.19% 120
2019
Q4 		$1.83M Buy
11,232
+4,346
+63% +$681K 0.17% 137
2019
Q3 		$1.02M Buy
6,886
+1,322
+24% +$201K 0.11% 186
2019
Q2 		$844K Buy
5,564
+2,605
+88% +$408K 0.09% 207
2019
Q1 		$469K Buy
2,959
+1,255
+74% +$195K 0.05% 275
2018
Q4 		$233K Buy
1,704
+163
+11% +$22.4K 0.03% 362
2018
Q3 		$245K Buy
+1,541
New +$229K 0.03% 381

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 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
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

Comerica Securities's CRM Position: Q3 2023 in Review

Comerica Securities reduced its Salesforce (CRM) stake by 2.6% in Q3 2023, selling an estimated $94.2K and leaving 16,042 shares worth $3.25M. The position accounts for 0.27% of the portfolio, ranked #92.

Comerica Securities first reported a position in CRM in Q3 2018 and has held it in 21 quarters since. The position peaked at $3.69M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Comerica Securities held 16,042 shares of Salesforce worth $3.25M as of Q3 2023.
  • Comerica Securities sold 436 Salesforce shares in Q3 2023, an estimated $94.2K.
  • Salesforce made up 0.27% of Comerica Securities's portfolio in Q3 2023, its #92 holding.
  • Comerica Securities first reported a position in Salesforce in Q3 2018 and has held it in 21 quarters since.
  • Comerica Securities's Salesforce position peaked at $3.69M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.