Dividend Assets Capital’s Salesforce CRM Stock Holding History

Dividend Assets Capital’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	-100	Closed	-$26K	–	192
2023 Q4	$26K	Hold	100	–	–	0.01%	305
2023 Q3	$20K	Sell	100 -25	-20%	-$5.4K	﹤0.01%	334
2023 Q2	$26K	Buy	125 +25	+25%	+$5.1K	0.01%	323
2023 Q1	$13K	Hold	100	–	–	﹤0.01%	411
2022 Q4	$13K	Hold	100	–	–	﹤0.01%	411
2022 Q3	$14K	Sell	100 -11	-10%	-$1.86K	﹤0.01%	419
2022 Q2	$18K	Buy	111 +11	+11%	+$1.94K	﹤0.01%	408
2022 Q1	$21K	Hold	100	–	–	﹤0.01%	383
2021 Q4	$25K	Hold	100	–	–	﹤0.01%	353
2021 Q3	$27K	Hold	100	–	–	0.01%	345
2021 Q2	$24K	Hold	100	–	–	﹤0.01%	370
2021 Q1	$21K	Hold	100	–	–	﹤0.01%	379
2020 Q4	$22K	Buy	+100	New	+$24.3K	﹤0.01%	368

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dividend Assets Capital's CRM Position: Q1 2024 in Review

Dividend Assets Capital sold out of Salesforce (CRM) in Q1 2024, closing a stake of 100 shares — an estimated $26K sold.

Dividend Assets Capital first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $27K in Q3 2021. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Dividend Assets Capital reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 100 Salesforce shares in Q1 2024, an estimated $26K.
Dividend Assets Capital first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
Dividend Assets Capital's Salesforce position peaked at $27K in Q3 2021.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.