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Diversified’s Salesforce CRM Stock Holding History

Diversified’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
Q3 		$254K Buy
929
+25
+3% +$6.4K 0.03% 199
2024
Q2 		$232K Buy
904
+228
+34% +$61K 0.03% 205
2024
Q1 		$204K Buy
+676
New +$195K 0.03% 174
2021
Q1 		– Sell
-446
Closed -$112K – 137
2020
Q4 		$112K Buy
+446
New +$108K 0.1% 133

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $336B AUM 34.66% 1-Year Est. Return

Diversified's CRM Position: Q3 2024 in Review

Diversified increased its Salesforce (CRM) stake by 2.8% in Q3 2024, buying an estimated $6.4K and bringing the position to 929 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #199.

Diversified first reported a position in CRM in Q4 2020 and has held it in 4 quarters since. 2,649 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Diversified held 929 shares of Salesforce worth $254K as of Q3 2024.
  • Diversified bought 25 Salesforce shares in Q3 2024, an estimated $6.4K.
  • Salesforce made up 0.03% of Diversified's portfolio in Q3 2024, its #199 holding.
  • Diversified first reported a position in Salesforce in Q4 2020 and has held it in 4 quarters since.
  • 2,649 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.