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Evelyn V. Moreno’s Salesforce CRM Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$4.02M Sell
15,283
-29,029
-66% -$6.57M 1.9% 8
2023
Q3 		$8.99M Buy
44,312
+1,370
+3% +$296K 1.96% 10
2023
Q2 		$9.07M Sell
42,942
-2,544
-6% -$519K 1.94% 11
2023
Q1 		$9.09M Buy
45,486
+1,086
+2% +$183K 2.06% 11
2022
Q4 		$5.89M Buy
44,400
+23,322
+111% +$3.4M 1.36% 26
2022
Q3 		$3.03M Sell
21,078
-22,282
-51% -$3.78M 1.37% 16
2022
Q2 		$7.16M Sell
43,360
-2,126
-5% -$376K 1.67% 18
2022
Q1 		$9.66M Buy
45,486
+492
+1% +$106K 1.96% 16
2021
Q4 		$11.4M Buy
44,994
+2,597
+6% +$730K 2.29% 11
2021
Q3 		$11.5M Sell
42,397
-400
-0.9% -$102K 2.71% 8
2021
Q2 		$10.5M Sell
42,797
-708
-2% -$163K 2.45% 9
2021
Q1 		$9.22M Sell
43,505
-31
-0.1% -$6.9K 2.2% 15
2020
Q4 		$9.69M Sell
43,536
-2,183
-5% -$531K 2.41% 8
2020
Q3 		$11.5M Sell
45,719
-1,855
-4% -$406K 3.11% 5
2020
Q2 		$8.91M Sell
47,574
-208
-0.4% -$35K 2.59% 8
2020
Q1 		$6.88M Sell
47,782
-2,000
-4% -$343K 2.33% 13
2019
Q4 		$8.1M Sell
49,782
-1,048
-2% -$164K 2.18% 19
2019
Q3 		$7.54M Sell
50,830
-1,857
-4% -$282K 2.07% 19
2019
Q2 		$7.99M Sell
52,687
-279
-0.5% -$43.7K 2.43% 13
2019
Q1 		$8.39M Sell
52,966
-5
-0% -$775 2.48% 10
2018
Q4 		$7.25M Buy
52,971
+169
+0.3% +$23.2K 2.4% 13
2018
Q3 		$8.4M Sell
52,802
-1,775
-3% -$263K 2.35% 14
2018
Q2 		$7.44M Buy
54,577
+6,800
+14% +$868K 2.17% 14
2018
Q1 		$5.56M Buy
47,777
+80
+0.2% +$9.19K 1.7% 30
2017
Q4 		$4.88M Sell
47,697
-893
-2% -$91K 1.48% 35
2017
Q3 		$4.54M Buy
48,590
+1,242
+3% +$114K 1.36% 35
2017
Q2 		$4.1M Buy
47,348
+468
+1% +$40.8K 1.26% 39
2017
Q1 		$3.87M Buy
+46,880
New +$3.75M 1.18% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn V. Moreno's CRM Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Salesforce (CRM) stake by 66% in Q4 2023, selling an estimated $6.57M and leaving 15,283 shares worth $4.02M. The position accounts for 1.9% of the portfolio, ranked #8.

Evelyn V. Moreno first reported a position in CRM in Q1 2017 and has held it in 28 quarters since. The position peaked at $11.5M in Q3 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Evelyn V. Moreno held 15,283 shares of Salesforce worth $4.02M as of Q4 2023.
  • Evelyn V. Moreno sold 29,029 Salesforce shares in Q4 2023, an estimated $6.57M.
  • Salesforce made up 1.9% of Evelyn V. Moreno's portfolio in Q4 2023, its #8 holding.
  • Evelyn V. Moreno first reported a position in Salesforce in Q1 2017 and has held it in 28 quarters since.
  • Evelyn V. Moreno's Salesforce position peaked at $11.5M in Q3 2021.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.