Coury Firm Asset Management’s Salesforce CRM Stock Holding History

Coury Firm Asset Management’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	$315K	Buy	+1,553	New	+$336K	0.5%	27

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coury Firm Asset Management's CRM Position: Q3 2023 in Review

Coury Firm Asset Management opened a new position in Salesforce (CRM) in Q3 2023: 1,553 shares worth $315K. The stake represents 0.5% of the portfolio and ranks #27 among its holdings.

2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Coury Firm Asset Management held 1,553 shares of Salesforce worth $315K as of Q3 2023.
Salesforce was a new Coury Firm Asset Management position in Q3 2023.
Salesforce made up 0.5% of Coury Firm Asset Management's portfolio in Q3 2023, its #27 holding.
2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.