CFN
CRM icon

Cordasco Financial Network’s Salesforce CRM Stock Holding History

Cordasco Financial Network’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
2022
Q2 		$192K Hold
1,164
– – 0.14% 91
2022
Q1 		$247K Buy
1,164
+100
+9% +$21.5K 0.16% 78
2021
Q4 		$270K Sell
1,064
-68
-6% -$19.1K 0.17% 73
2021
Q3 		$307K Sell
1,132
-7
-0.6% -$1.78K 0.21% 60
2021
Q2 		$278K Hold
1,139
– – 0.19% 64
2021
Q1 		$241K Buy
1,139
+188
+20% +$41.9K 0.18% 71
2020
Q4 		$212K Sell
951
-208
-18% -$50.6K 0.17% 71
2020
Q3 		$291K Buy
1,159
+68
+6% +$14.9K 0.25% 55
2020
Q2 		$204K Buy
1,091
+772
+242% +$130K 0.19% 70
2020
Q1 		$46K Buy
319
+27
+9% +$4.63K 0.05% 135
2019
Q4 		$47K Sell
292
-42
-13% -$6.58K 0.04% 143
2019
Q3 		$50K Hold
334
– – 0.05% 131
2019
Q2 		$51K Hold
334
– – 0.05% 125
2019
Q1 		$53K Buy
+334
New +$51.8K 0.05% 121
2016
Q4 		– Sell
-740
Closed -$59K – 244
2016
Q3 		$59K Hold
740
– – 0.07% 121
2016
Q2 		$59K Hold
740
– – 0.07% 121
2016
Q1 		$55K Buy
+740
New +$51K 0.06% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cordasco Financial Network's CRM Position: Q2 2022 in Review

Cordasco Financial Network held its Salesforce (CRM) position steady in Q2 2022 at 1,164 shares worth $192K. The position accounts for 0.14% of the portfolio, ranked #91.

Cordasco Financial Network first reported a position in CRM in Q1 2016 and has held it in 17 quarters since. The position peaked at $307K in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Cordasco Financial Network held 1,164 shares of Salesforce worth $192K as of Q2 2022.
  • Cordasco Financial Network left its Salesforce share count unchanged in Q2 2022.
  • Salesforce made up 0.14% of Cordasco Financial Network's portfolio in Q2 2022, its #91 holding.
  • Cordasco Financial Network first reported a position in Salesforce in Q1 2016 and has held it in 17 quarters since.
  • Cordasco Financial Network's Salesforce position peaked at $307K in Q3 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.