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Corrado Advisors’s Salesforce CRM Stock Holding History

Corrado 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
2024
Q2 		– Sell
-665
Closed -$200K – 111
2024
Q1 		$200K Buy
+665
New +$192K 0.13% 101
2023
Q1 		– Sell
-680
Closed -$90.2K – 174
2022
Q4 		$90.2K Buy
+680
New +$99.2K 0.06% 148

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Corrado Advisors's CRM Position: Q2 2024 in Review

Corrado Advisors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 665 shares — an estimated $200K sold.

Corrado Advisors first reported a position in CRM in Q4 2022 and held it in 2 quarters. The position peaked at $200K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Corrado Advisors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Corrado Advisors sold 665 Salesforce shares in Q2 2024, an estimated $200K.
  • Corrado Advisors first reported a position in Salesforce in Q4 2022 and held it in 2 quarters.
  • Corrado Advisors's Salesforce position peaked at $200K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Corrado Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.