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Disciplined Investments’s Salesforce CRM Stock Holding History

Disciplined 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
Q3 		– Sell
-41
Closed -$8.66K – 423
2023
Q2 		$8.66K Sell
41
-3
-7% -$612 ﹤0.01% 337
2023
Q1 		$8.79K Buy
44
+17
+63% +$2.87K ﹤0.01% 359
2022
Q4 		$3.58K Sell
27
-4
-13% -$584 ﹤0.01% 455
2022
Q3 		$4K Sell
31
-13
-30% -$2.2K ﹤0.01% 454
2022
Q2 		$7K Buy
44
+6
+16% +$1.06K ﹤0.01% 400
2022
Q1 		$8K Buy
38
+28
+280% +$6.03K ﹤0.01% 393
2021
Q4 		$3K Hold
10
– – ﹤0.01% 414
2021
Q3 		$3K Buy
10
+2
+25% +$508 ﹤0.01% 366
2021
Q2 		$2K Hold
8
– – ﹤0.01% 373
2021
Q1 		$2K Hold
8
– – ﹤0.01% 328
2020
Q4 		$2K Hold
8
– – ﹤0.01% 282
2020
Q3 		$2K Hold
8
– – ﹤0.01% 334
2020
Q2 		$1K Hold
8
– – ﹤0.01% 372
2020
Q1 		$1K Sell
8
-23
-74% -$3.94K ﹤0.01% 385
2019
Q4 		$5K Buy
+31
New +$4.86K ﹤0.01% 334

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Disciplined Investments's CRM Position: Q3 2023 in Review

Disciplined Investments sold out of Salesforce (CRM) in Q3 2023, closing a stake of 41 shares — an estimated $8.66K sold.

Disciplined Investments first reported a position in CRM in Q4 2019 and held it in 15 quarters. The position peaked at $8.79K in Q1 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Disciplined Investments reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 41 Salesforce shares in Q3 2023, an estimated $8.66K.
  • Disciplined Investments first reported a position in Salesforce in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Salesforce position peaked at $8.79K in Q1 2023.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.