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Credit Capital Investments’s Salesforce CRM Stock Holding History

Credit Capital Investments’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
Q1 		– Sell
-3,900
Closed -$517K – 66
2022
Q4 		$517K Buy
3,900
+1,258
+48% +$184K 0.75% 23
2022
Q3 		$380K Sell
2,642
-1,900
-42% -$322K 0.51% 34
2022
Q2 		$750K Buy
4,542
+600
+15% +$106K 0.85% 25
2022
Q1 		$837K Buy
3,942
+723
+22% +$156K 0.78% 19
2021
Q4 		$818K Buy
+3,219
New +$904K 0.79% 21
2021
Q2 		– Sell
-1,043
Closed -$221K – 31
2021
Q1 		$221K Buy
+1,043
New +$232K 0.25% 26

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Credit Capital Investments's CRM Position: Q1 2023 in Review

Credit Capital Investments sold out of Salesforce (CRM) in Q1 2023, closing a stake of 3,900 shares — an estimated $517K sold.

Credit Capital Investments first reported a position in CRM in Q1 2021 and held it in 6 quarters. The position peaked at $837K in Q1 2022. 2,177 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Credit Capital Investments reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Credit Capital Investments sold 3,900 Salesforce shares in Q1 2023, an estimated $517K.
  • Credit Capital Investments first reported a position in Salesforce in Q1 2021 and held it in 6 quarters.
  • Credit Capital Investments's Salesforce position peaked at $837K in Q1 2022.
  • 2,177 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Credit Capital Investments's 13F filing for Q1 2023, filed 15 May 2023.