Connectus Wealth’s Salesforce CRM Stock Holding History

Connectus Wealth’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 Q1	$44.6M	Sell	147,996 -20,710	-12%	-$5.98M	1.22%	17
2023 Q4	$44.4M	Buy	168,706 +13,443	+9%	+$3.04M	0.91%	24
2023 Q3	$31.5M	Sell	155,263 -2,264	-1%	-$489K	0.7%	33
2023 Q2	$33.3M	Buy	157,527 +19,925	+14%	+$4.07M	0.77%	30
2023 Q1	$27.5M	Sell	137,602 -7,649	-5%	-$1.29M	0.68%	46
2022 Q4	$19.3M	Sell	145,251 -5,402	-4%	-$788K	0.46%	64
2022 Q3	$21.7M	Sell	150,653 -21	-0%	-$3.56K	0.45%	66
2022 Q2	$24.9M	Buy	150,674 +42,835	+40%	+$7.57M	0.57%	50
2022 Q1	$27.4M	Sell	107,839 -4,289	-4%	-$923K	0.87%	33
2021 Q4	$28.5M	Buy	+112,128	New	+$31.5M	1.1%	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Connectus Wealth's CRM Position: Q1 2024 in Review

Connectus Wealth reduced its Salesforce (CRM) stake by 12% in Q1 2024, selling an estimated $5.98M and leaving 147,996 shares worth $44.6M. The position accounts for 1.22% of the portfolio, ranked #17.

Connectus Wealth first reported a position in CRM in Q4 2021 and has held it in 10 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Connectus Wealth held 147,996 shares of Salesforce worth $44.6M as of Q1 2024.
Connectus Wealth sold 20,710 Salesforce shares in Q1 2024, an estimated $5.98M.
Salesforce made up 1.22% of Connectus Wealth's portfolio in Q1 2024, its #17 holding.
Connectus Wealth first reported a position in Salesforce in Q4 2021 and has held it in 10 quarters since.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.