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Duality Advisers’s Salesforce CRM Stock Holding History

Duality Advisers’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
-4,249
Closed -$1.28M – 129
2024
Q1 		$1.28M Buy
+4,249
New +$1.23M 0.13% 265
2023
Q4 		– Sell
-6,278
Closed -$1.27M – 601
2023
Q3 		$1.27M Buy
+6,278
New +$1.36M 0.15% 238
2023
Q2 		– Sell
-3,600
Closed -$719K – 546
2023
Q1 		$719K Sell
3,600
-15,325
-81% -$2.59M 0.08% 352
2022
Q4 		$2.51M Buy
18,925
+16,892
+831% +$2.46M 0.29% 108
2022
Q3 		$292K Buy
+2,033
New +$345K 0.03% 462
2022
Q1 		– Sell
-1,309
Closed -$333K – 667
2021
Q4 		$333K Buy
+1,309
New +$368K 0.04% 439
2021
Q3 		– Sell
-35,813
Closed -$8.75M – 565
2021
Q2 		$8.75M Buy
+35,813
New +$8.25M 0.78% 6
2021
Q1 		– Sell
-45,169
Closed -$10.1M – 554
2020
Q4 		$10.1M Buy
45,169
+1,909
+4% +$464K 0.75% 19
2020
Q3 		$10.9M Buy
43,260
+29,311
+210% +$6.42M 0.69% 20
2020
Q2 		$2.61M Buy
+13,949
New +$2.35M 0.24% 118
2020
Q1 		– Sell
-5,271
Closed -$857K – 73
2019
Q4 		$857K Buy
+5,271
New +$826K 0.05% 289
2019
Q3 		– Sell
-17,710
Closed -$2.69M – 344
2019
Q2 		$2.69M Sell
17,710
-27,330
-61% -$4.28M 0.24% 124
2019
Q1 		$7.13M Buy
+45,040
New +$6.98M 0.42% 66

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

Duality Advisers's CRM Position: Q2 2024 in Review

Duality Advisers sold out of Salesforce (CRM) in Q2 2024, closing a stake of 4,249 shares — an estimated $1.28M sold.

Duality Advisers first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $10.9M in Q3 2020. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Duality Advisers reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 4,249 Salesforce shares in Q2 2024, an estimated $1.28M.
  • Duality Advisers first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
  • Duality Advisers's Salesforce position peaked at $10.9M in Q3 2020.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.