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Eagle Asset Management’s Salesforce CRM Stock Holding History

Eagle Asset 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 		$24.2M Buy
75,295
+21,540
+40% +$5.52M 0.12% 168
2024
Q2 		$13.8M Buy
53,755
+7,087
+15% +$1.9M 0.07% 230
2024
Q1 		$14.1M Buy
46,668
+10,714
+30% +$3.09M 0.07% 238
2023
Q4 		$9.46M Buy
35,954
+285
+0.8% +$64.5K 0.05% 277
2023
Q3 		$7.23M Buy
35,669
+23,800
+201% +$5.14M 0.04% 309
2023
Q2 		$2.51M Buy
11,869
+1,551
+15% +$317K 0.01% 425
2023
Q1 		$2.06M Buy
10,318
+2,055
+25% +$347K 0.01% 438
2022
Q4 		$1.11M Buy
8,263
+421
+5% +$61.4K 0.01% 466
2022
Q3 		$1.13M Buy
7,842
+507
+7% +$86K 0.01% 471
2022
Q2 		$1.21M Sell
7,335
-352
-5% -$62.2K 0.01% 477
2022
Q1 		$1.63M Sell
7,687
-294
-4% -$63.3K 0.01% 478
2021
Q4 		$2.04M Buy
7,981
+253
+3% +$71.1K 0.01% 484
2021
Q3 		$2.1M Sell
7,728
-228
-3% -$57.9K 0.01% 478
2021
Q2 		$1.94M Buy
7,956
+272
+4% +$62.7K 0.01% 482
2021
Q1 		$1.68M Buy
+7,684
New +$1.71M 0.01% 493
2020
Q4 		– Sell
-6,703
Closed -$1.66M – 592
2020
Q3 		$1.66M Buy
6,703
+6
+0.1% +$1.31K 0.01% 453
2020
Q2 		$1.23M Buy
6,697
+158
+2% +$26.6K 0.01% 476
2020
Q1 		$941K Buy
6,539
+403
+7% +$69.1K 0.01% 527
2019
Q4 		$997K Sell
6,136
-10,017
-62% -$1.57M ﹤0.01% 559
2019
Q3 		$2.4M Buy
16,153
+365
+2% +$55.5K 0.01% 494
2019
Q2 		$2.4M Buy
15,788
+11,348
+256% +$1.78M 0.01% 493
2019
Q1 		$703K Buy
4,440
+300
+7% +$46.5K ﹤0.01% 552
2018
Q4 		$567K Buy
4,140
+724
+21% +$99.6K ﹤0.01% 552
2018
Q3 		$543K Buy
+3,416
New +$507K ﹤0.01% 565

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

Eagle Asset Management's CRM Position: Q3 2024 in Review

Eagle Asset Management increased its Salesforce (CRM) stake by 40% in Q3 2024, buying an estimated $5.52M and bringing the position to 75,295 shares worth $24.2M. The position accounts for 0.12% of the portfolio, ranked #168.

Eagle Asset Management first reported a position in CRM in Q3 2018 and has held it in 24 quarters since. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Eagle Asset Management held 75,295 shares of Salesforce worth $24.2M as of Q3 2024.
  • Eagle Asset Management bought 21,540 Salesforce shares in Q3 2024, an estimated $5.52M.
  • Salesforce made up 0.12% of Eagle Asset Management's portfolio in Q3 2024, its #168 holding.
  • Eagle Asset Management first reported a position in Salesforce in Q3 2018 and has held it in 24 quarters since.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.