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DCF Advisers’s Salesforce CRM Stock Holding History

DCF Advisers’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
2022
Q3 		– Sell
-1,250
Closed -$206K – 77
2022
Q2 		$206K Buy
+1,250
New +$221K 0.12% 68
2021
Q2 		– Sell
-1,250
Closed -$265K – 99
2021
Q1 		$265K Buy
1,250
+250
+25% +$55.7K 0.12% 93
2020
Q4 		$223K Buy
+1,000
New +$243K 0.09% 82

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCF Advisers's CRM Position: Q3 2022 in Review

DCF Advisers sold out of Salesforce (CRM) in Q3 2022, closing a stake of 1,250 shares — an estimated $206K sold.

DCF Advisers first reported a position in CRM in Q4 2020 and held it in 3 quarters. The position peaked at $265K in Q1 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • DCF Advisers reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • DCF Advisers sold 1,250 Salesforce shares in Q3 2022, an estimated $206K.
  • DCF Advisers first reported a position in Salesforce in Q4 2020 and held it in 3 quarters.
  • DCF Advisers's Salesforce position peaked at $265K in Q1 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on DCF Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.