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Fernwood Investment Management’s Salesforce CRM Stock Holding History

Fernwood 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
Q2 		– Sell
-400
Closed -$120K – 291
2024
Q1 		$120K Buy
+400
New +$115K 0.04% 246

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

Fernwood Investment Management's CRM Position: Q2 2024 in Review

Fernwood Investment Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 400 shares — an estimated $120K sold.

Fernwood Investment Management first reported a position in CRM in Q1 2024 and held it in 1 quarter. The position peaked at $120K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Fernwood Investment Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 400 Salesforce shares in Q2 2024, an estimated $120K.
  • Fernwood Investment Management first reported a position in Salesforce in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Salesforce position peaked at $120K in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.