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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 -$238K – 1247
2019
Q1 		$238K Buy
+1,500
New +$232K 0.04% 267
2017
Q2 		– Sell
-400
Closed -$33K – 1527
2017
Q1 		$33K Buy
+400
New +$32K 0.01% 786

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
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. 2,293 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.
  • 2,293 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.