DCM
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Donaldson Capital Management’s Salesforce CRM Stock Holding History

Donaldson Capital Management’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
Q2 		– Sell
-6,398
Closed -$1.93M – 212
2024
Q1 		$1.93M Sell
6,398
-147
-2% -$42.4K 0.08% 98
2023
Q4 		$1.72M Buy
6,545
+573
+10% +$130K 0.08% 96
2023
Q3 		$1.21M Buy
5,972
+202
+4% +$43.6K 0.06% 111
2023
Q2 		$1.22M Sell
5,770
-594
-9% -$121K 0.06% 104
2023
Q1 		$1.27M Sell
6,364
-203
-3% -$34.3K 0.06% 102
2022
Q4 		$871K Buy
6,567
+361
+6% +$52.7K 0.04% 124
2022
Q3 		$893K Buy
6,206
+321
+5% +$54.4K 0.05% 118
2022
Q2 		$971K Sell
5,885
-1,145
-16% -$202K 0.05% 112
2022
Q1 		$1.49M Buy
7,030
+2,664
+61% +$573K 0.07% 102
2021
Q4 		$1.11M Buy
4,366
+1,282
+42% +$360K 0.05% 118
2021
Q3 		$836K Buy
+3,084
New +$783K 0.04% 125
2021
Q2 		– Sell
-13,238
Closed -$2.81M – 253
2021
Q1 		$2.81M Buy
13,238
+12,158
+1,126% +$2.71M 0.15% 76
2020
Q4 		$240K Sell
1,080
-264
-20% -$64.2K 0.01% 221
2020
Q3 		$338K Sell
1,344
-1,938
-59% -$424K 0.02% 183
2020
Q2 		$615K Buy
3,282
+102
+3% +$17.2K 0.04% 116
2020
Q1 		$458K Buy
3,180
+638
+25% +$109K 0.04% 117
2019
Q4 		$413K Buy
2,542
+439
+21% +$68.8K 0.03% 150
2019
Q3 		$312K Buy
2,103
+528
+34% +$80.2K 0.02% 162
2019
Q2 		$239K Buy
1,575
+69
+5% +$10.8K 0.02% 153
2019
Q1 		$239K Sell
1,506
-154
-9% -$23.9K 0.02% 147
2018
Q4 		$227K Sell
1,660
-548
-25% -$75.4K 0.02% 149
2018
Q3 		$351K Buy
+2,208
New +$328K 0.03% 133

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 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 $295B AUM 31.6% 1-Year Est. Return

Donaldson Capital Management's CRM Position: Q2 2024 in Review

Donaldson Capital Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 6,398 shares — an estimated $1.93M sold.

Donaldson Capital Management first reported a position in CRM in Q3 2018 and held it in 22 quarters. The position peaked at $2.81M in Q1 2021. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Donaldson Capital Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Donaldson Capital Management sold 6,398 Salesforce shares in Q2 2024, an estimated $1.93M.
  • Donaldson Capital Management first reported a position in Salesforce in Q3 2018 and held it in 22 quarters.
  • Donaldson Capital Management's Salesforce position peaked at $2.81M in Q1 2021.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Donaldson Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.