Financial Architects (New Jersey)’s Salesforce CRM Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-1,500	Closed	-$237K	–	1246
2019 Q1	$237K	Sell	1,500 -500	-25%	-$77.5K	0.04%	268
2018 Q4	$274K	Sell	2,000 -1,500	-43%	-$206K	0.05%	223
2018 Q3	$557K	Buy	+3,500	New	+$519K	0.09%	166
2018 Q2	–	Sell	-300	Closed	-$35K	–	1355
2018 Q1	$35K	Sell	300 -2,700	-90%	-$310K	0.01%	715
2017 Q4	$307K	Buy	+3,000	New	+$306K	0.05%	246
2016 Q4	–	Sell	-1,000	Closed	-$2K	–	1403
2016 Q3	$2K	Hold	1,000	–	–	﹤0.01%	1309
2016 Q2	$7K	Buy	1,000 +200	+25%	+$15.7K	﹤0.01%	1039
2016 Q1	$9K	Buy	+800	New	+$55.1K	﹤0.01%	771

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Architects (New Jersey)'s CRM Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Salesforce (CRM) stake by 1% in Q2 2023, buying an estimated $9.19K and bringing the position to 4,540 shares worth $959K. The position accounts for 0.14% of the portfolio, ranked #145.

Financial Architects (New Jersey) first reported a position in CRM in Q3 2013 and has held it in 35 quarters since. The position peaked at $1.35M in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Financial Architects (New Jersey) held 4,540 shares of Salesforce worth $959K as of Q2 2023.
Financial Architects (New Jersey) bought 45 Salesforce shares in Q2 2023, an estimated $9.19K.
Salesforce made up 0.14% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #145 holding.
Financial Architects (New Jersey) first reported a position in Salesforce in Q3 2013 and has held it in 35 quarters since.
Financial Architects (New Jersey)'s Salesforce position peaked at $1.35M in Q3 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.