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DFPG Investments’s Salesforce CRM Stock Holding History

DFPG 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
Q4 		$5.18M Buy
20,561
+31
+0.2% +$7.02K 0.4% 58
2023
Q3 		$4.31M Buy
20,530
+1,189
+6% +$257K 0.4% 59
2023
Q2 		$4.53M Sell
19,341
-465
-2% -$94.9K 0.41% 52
2023
Q1 		$3.96M Buy
19,806
+6,002
+43% +$1.01M 0.42% 52
2022
Q4 		$2M Buy
13,804
+11,974
+654% +$1.75M 0.33% 79
2022
Q3 		$293K Buy
1,830
+435
+31% +$73.8K 0.12% 127
2022
Q2 		$234K Sell
1,395
-43
-3% -$7.6K 0.1% 132
2022
Q1 		$269K Sell
1,438
-382
-21% -$82.2K 0.1% 127
2021
Q4 		$406K Buy
1,820
+40
+2% +$11.2K 0.17% 104
2021
Q3 		$516K Sell
1,780
-1,462
-45% -$371K 0.2% 99
2021
Q2 		$791K Sell
3,242
-303
-9% -$69.8K 0.3% 86
2021
Q1 		$781K Sell
3,545
-103
-3% -$22.9K 0.33% 84
2020
Q4 		$810K Buy
3,648
+2,551
+233% +$620K 0.37% 76
2020
Q3 		$285K Sell
1,097
-7
-0.6% -$1.53K 0.15% 131
2020
Q2 		$217K Buy
+1,104
New +$186K 0.13% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DFPG Investments's CRM Position: Q4 2023 in Review

DFPG Investments increased its Salesforce (CRM) stake by 0.15% in Q4 2023, buying an estimated $7.02K and bringing the position to 20,561 shares worth $5.18M. The position accounts for 0.4% of the portfolio, ranked #58.

DFPG Investments first reported a position in CRM in Q2 2020 and has held it in 15 quarters since. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • DFPG Investments held 20,561 shares of Salesforce worth $5.18M as of Q4 2023.
  • DFPG Investments bought 31 Salesforce shares in Q4 2023, an estimated $7.02K.
  • Salesforce made up 0.4% of DFPG Investments's portfolio in Q4 2023, its #58 holding.
  • DFPG Investments first reported a position in Salesforce in Q2 2020 and has held it in 15 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.