Cultivar Capital’s Salesforce CRM Stock Holding History

Cultivar Capital’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 Q3	–	Sell	-50	Closed	-$12.9K	–	57
2024 Q2	$12.9K	Buy	+50	New	+$13.4K	0.01%	123

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cultivar Capital's CRM Position: Q3 2024 in Review

Cultivar Capital sold out of Salesforce (CRM) in Q3 2024, closing a stake of 50 shares — an estimated $12.9K sold.

Cultivar Capital first reported a position in CRM in Q2 2024 and held it in 1 quarter. The position peaked at $12.9K in Q2 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Cultivar Capital reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Cultivar Capital sold 50 Salesforce shares in Q3 2024, an estimated $12.9K.
Cultivar Capital first reported a position in Salesforce in Q2 2024 and held it in 1 quarter.
Cultivar Capital's Salesforce position peaked at $12.9K in Q2 2024.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.