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Emerald Mutual Fund Advisers Trust’s Salesforce CRM Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-447
Closed -$135K – 227
2024
Q1 		$135K Buy
+447
New +$129K 0.01% 210
2020
Q1 		– Sell
-362
Closed -$59K – 240
2019
Q4 		$59K Buy
+362
New +$56.7K ﹤0.01% 257

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

Emerald Mutual Fund Advisers Trust's CRM Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Salesforce (CRM) in Q2 2024, closing a stake of 447 shares — an estimated $135K sold.

Emerald Mutual Fund Advisers Trust first reported a position in CRM in Q4 2019 and held it in 2 quarters. The position peaked at $135K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 447 Salesforce shares in Q2 2024, an estimated $135K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Salesforce in Q4 2019 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Salesforce position peaked at $135K in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2024, filed 6 Aug 2024.