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Duff & Phelps Investment Management’s Salesforce CRM Stock Holding History

Duff & Phelps Investment 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
Q3 		– Sell
-2,223
Closed -$572K – 176
2024
Q2 		$572K Sell
2,223
-8,993
-80% -$2.41M 0.01% 175
2024
Q1 		$3.38M Buy
11,216
+343
+3% +$99K 0.04% 148
2023
Q4 		$2.86M Buy
10,873
+110
+1% +$24.9K 0.03% 151
2023
Q3 		$2.18M Sell
10,763
-162
-1% -$35K 0.03% 159
2023
Q2 		$2.31M Buy
10,925
+150
+1% +$30.6K 0.03% 156
2023
Q1 		$2.15M Hold
10,775
– – 0.03% 163
2022
Q4 		$1.43M Hold
10,775
– – 0.02% 179
2022
Q3 		$1.55M Buy
10,775
+330
+3% +$56K 0.02% 169
2022
Q2 		$1.72M Hold
10,445
– – 0.02% 144
2022
Q1 		$2.22M Buy
10,445
+640
+7% +$138K 0.03% 141
2021
Q4 		$2.49M Buy
9,805
+92
+0.9% +$25.9K 0.03% 139
2021
Q3 		$2.63M Sell
9,713
-117
-1% -$29.7K 0.03% 131
2021
Q2 		$2.4M Sell
9,830
-810
-8% -$187K 0.03% 137
2021
Q1 		$2.25M Hold
10,640
– – 0.03% 143
2020
Q4 		$2.37M Buy
10,640
+50
+0.5% +$12.2K 0.03% 138
2020
Q3 		$2.66M Buy
10,590
+100
+1% +$21.9K 0.04% 129
2020
Q2 		$1.97M Buy
+10,490
New +$1.77M 0.03% 143

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

Duff & Phelps Investment Management's CRM Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,223 shares — an estimated $572K sold.

Duff & Phelps Investment Management first reported a position in CRM in Q2 2020 and held it in 17 quarters. The position peaked at $3.38M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Duff & Phelps Investment Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 2,223 Salesforce shares in Q3 2024, an estimated $572K.
  • Duff & Phelps Investment Management first reported a position in Salesforce in Q2 2020 and held it in 17 quarters.
  • Duff & Phelps Investment Management's Salesforce position peaked at $3.38M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.