CG
CRM icon

Cynosure Group’s Salesforce CRM Stock Holding History

Cynosure Group’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
Q1 		– Sell
-6,192
Closed -$1.63M – 326
2023
Q4 		$1.63M Buy
6,192
+665
+12% +$151K 0.29% 72
2023
Q3 		$1.12M Sell
5,527
-693
-11% -$150K 0.34% 65
2023
Q2 		$1.31M Buy
+6,220
New +$1.27M 0.4% 58
2020
Q1 		– Sell
-1,438
Closed -$234K – 69
2019
Q4 		$234K Hold
1,438
– – 0.12% 67
2019
Q3 		$213K Sell
1,438
-508
-26% -$77.2K 0.12% 68
2019
Q2 		$295K Buy
+1,946
New +$305K 0.14% 69

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cynosure Group's CRM Position: Q1 2024 in Review

Cynosure Group sold out of Salesforce (CRM) in Q1 2024, closing a stake of 6,192 shares — an estimated $1.63M sold.

Cynosure Group first reported a position in CRM in Q2 2019 and held it in 6 quarters. The position peaked at $1.63M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Cynosure Group reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Cynosure Group sold 6,192 Salesforce shares in Q1 2024, an estimated $1.63M.
  • Cynosure Group first reported a position in Salesforce in Q2 2019 and held it in 6 quarters.
  • Cynosure Group's Salesforce position peaked at $1.63M in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Cynosure Group's 13F filing for Q1 2024, filed 10 May 2024.