Financial Avengers’s Salesforce CRM Stock Holding History

Financial Avengers’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 Q3	–	Sell	-15	Closed	-$3.17K	–	179
2023 Q2	$3.17K	Hold	15	–	–	﹤0.01%	130
2023 Q1	$3K	Hold	15	–	–	﹤0.01%	133
2022 Q4	$1.99K	Buy	+15	New	+$2.19K	﹤0.01%	141
2022 Q1	–	Sell	-418	Closed	-$106K	–	153
2021 Q4	$106K	Sell	418 -1,343	-76%	-$377K	0.07%	48
2021 Q3	$478K	Hold	1,761	–	–	0.32%	22
2021 Q2	$430K	Hold	1,761	–	–	0.29%	20
2021 Q1	$373K	Hold	1,761	–	–	0.28%	21
2020 Q4	$392K	Buy	+1,761	New	+$428K	0.32%	21

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

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

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

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

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

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

Financial Avengers's CRM Position: Q3 2023 in Review

Financial Avengers sold out of Salesforce (CRM) in Q3 2023, closing a stake of 15 shares — an estimated $3.17K sold.

Financial Avengers first reported a position in CRM in Q4 2020 and held it in 8 quarters. The position peaked at $478K in Q3 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Financial Avengers reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Financial Avengers sold 15 Salesforce shares in Q3 2023, an estimated $3.17K.
Financial Avengers first reported a position in Salesforce in Q4 2020 and held it in 8 quarters.
Financial Avengers's Salesforce position peaked at $478K in Q3 2021.
2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Financial Avengers's 13F filing for Q3 2023, filed 15 Nov 2023.