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Eudaimonia Partners’s Salesforce CRM Stock Holding History

Eudaimonia Partners’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
Q1 		$276K Sell
917
-4
-0.4% -$1.15K 0.07% 207
2023
Q4 		$242K Sell
921
-458
-33% -$104K 0.06% 212
2023
Q3 		$280K Sell
1,379
-63
-4% -$13.6K 0.07% 245
2023
Q2 		$305K Sell
1,442
-399
-22% -$81.4K 0.07% 247
2023
Q1 		$368K Sell
1,841
-74
-4% -$12.5K 0.09% 224
2022
Q4 		$254K Sell
1,915
-171
-8% -$25K 0.06% 281
2022
Q3 		$300K Sell
2,086
-115
-5% -$19.5K 0.08% 247
2022
Q2 		$363K Sell
2,201
-167
-7% -$29.5K 0.07% 265
2022
Q1 		$503K Buy
+2,368
New +$510K 0.09% 236
2021
Q3 		$646K Buy
2,380
+153
+7% +$38.9K 0.12% 209
2021
Q2 		$544K Buy
2,227
+11
+0.5% +$2.54K 0.1% 220
2021
Q1 		$470K Sell
2,216
-65
-3% -$14.5K 0.1% 202
2020
Q4 		$508K Buy
2,281
+93
+4% +$22.6K 0.11% 184
2020
Q3 		$550K Buy
2,188
+300
+16% +$65.7K 0.14% 156
2020
Q2 		$354K Sell
1,888
-86
-4% -$14.5K 0.13% 170
2020
Q1 		$284K Buy
1,974
+41
+2% +$7.03K 0.12% 171
2019
Q4 		$314K Buy
+1,933
New +$303K 0.12% 186

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eudaimonia Partners's CRM Position: Q1 2024 in Review

Eudaimonia Partners reduced its Salesforce (CRM) stake by 0.43% in Q1 2024, selling an estimated $1.15K and leaving 917 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #207.

Eudaimonia Partners first reported a position in CRM in Q4 2019 and has held it in 17 quarters since. The position peaked at $646K in Q3 2021. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Eudaimonia Partners held 917 shares of Salesforce worth $276K as of Q1 2024.
  • Eudaimonia Partners sold 4 Salesforce shares in Q1 2024, an estimated $1.15K.
  • Salesforce made up 0.07% of Eudaimonia Partners's portfolio in Q1 2024, its #207 holding.
  • Eudaimonia Partners first reported a position in Salesforce in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's Salesforce position peaked at $646K in Q3 2021.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.