Cutler Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$823K Sell
2,734
-1,222
-31% -$353K 0.27% 84
2023
Q4
$1.04M Sell
3,956
-9,760
-71% -$2.21M 0.09% 233
2023
Q3
$2.78M Sell
13,716
-896
-6% -$194K 0.29% 69
2023
Q2
$3.09M Sell
14,612
-1,583
-10% -$323K 0.43% 38
2023
Q1
$3.23M Sell
16,195
-15,510
-49% -$2.62M 0.34% 66
2022
Q4
$4.2M Sell
31,705
-7,967
-20% -$1.16M 0.36% 53
2022
Q3
$5.71M Buy
39,672
+5,745
+17% +$974K 0.39% 32
2022
Q2
$5.6M Buy
33,927
+15,260
+82% +$2.7M 0.39% 38
2022
Q1
$3.96M Sell
18,667
-14,145
-43% -$3.04M 0.21% 93
2021
Q4
$8.34M Buy
32,812
+21,618
+193% +$6.07M 0.35% 42
2021
Q3
$3.04M Buy
11,194
+9,310
+494% +$2.36M 0.14% 163
2021
Q2
$460K Sell
1,884
-56
-3% -$12.9K 0.02% 799
2021
Q1
$411K Sell
1,940
-24,253
-93% -$5.4M 0.02% 842
2020
Q4
$5.83M Sell
26,193
-11,249
-30% -$2.74M 0.28% 69
2020
Q3
$9.41M Buy
37,442
+32,162
+609% +$7.04M 0.58% 26
2020
Q2
$989K Sell
5,280
-13,872
-72% -$2.34M 0.07% 292
2020
Q1
$2.76M Buy
19,152
+14,132
+282% +$2.42M 0.14% 137
2019
Q4
$816K Sell
5,020
-19,500
-80% -$3.06M 0.05% 306
2019
Q3
$3.64M Buy
24,520
+9,580
+64% +$1.46M 0.33% 37
2019
Q2
$2.27M Sell
14,940
-61,215
-80% -$9.59M 0.21% 78
2019
Q1
$12.1M Buy
76,155
+67,177
+748% +$10.4M 1.25% 9
2018
Q4
$1.23M Buy
8,978
+1,039
+13% +$143K 0.12% 150
2018
Q3
$1.26M Sell
7,939
-13,615
-63% -$2.02M 0.09% 208
2018
Q2
$2.94M Sell
21,554
-20,980
-49% -$2.68M 0.23% 78
2018
Q1
$4.95M Buy
42,534
+40,814
+2,373% +$4.69M 0.43% 36
2017
Q4
$175K Sell
1,720
-2,380
-58% -$243K 0.01% 1048
2017
Q3
$383K Sell
4,100
-10,774
-72% -$991K 0.01% 799
2017
Q2
$1.29M Buy
14,874
+8,943
+151% +$779K 0.05% 334
2017
Q1
$489K Sell
5,931
-17,084
-74% -$1.36M 0.02% 653
2016
Q4
$1.57M Buy
23,015
+18,168
+375% +$1.32M 0.06% 257
2016
Q3
$345K Sell
4,847
-2,907
-37% -$227K 0.02% 816
2016
Q2
$615K Buy
7,754
+5,654
+269% +$444K 0.03% 485
2016
Q1
$155K Buy
2,100
+207
+11% +$14.3K 0.01% 1200
2015
Q4
$148K Buy
+1,893
New +$148K 0.01% 1427

Other funds holding CRM

Cutler Group's CRM Position: Q1 2024 in Review

Cutler Group reduced its Salesforce (CRM) stake by 31% in Q1 2024, selling an estimated $353K and leaving 2,734 shares worth $823K. The position accounts for 0.27% of the portfolio, ranked #84.

Cutler Group first reported a position in CRM in Q4 2015 and has held it in 34 quarters since. The position peaked at $12.1M in Q1 2019. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Cutler Group held 2,734 shares of Salesforce worth $823K as of Q1 2024.
  • Cutler Group sold 1,222 Salesforce shares in Q1 2024, an estimated $353K.
  • Salesforce made up 0.27% of Cutler Group's portfolio in Q1 2024, its #84 holding.
  • Cutler Group first reported a position in Salesforce in Q4 2015 and has held it in 34 quarters since.
  • Cutler Group's Salesforce position peaked at $12.1M in Q1 2019.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.