First Capital Advisors Group’s Salesforce CRM Stock Holding History

First Capital Advisors Group’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 Q2	$366K	Sell	1,732 -10	-0.6%	-$2.04K	0.19%	92
2023 Q1	$348K	Sell	1,742 -8	-0.5%	-$1.35K	0.22%	97
2022 Q4	$232K	Sell	1,750 -207	-11%	-$30.2K	0.16%	131
2022 Q3	$281K	Buy	1,957 +70	+4%	+$11.9K	0.23%	106
2022 Q2	$311K	Buy	+1,887	New	+$333K	0.21%	109
2018 Q4	–	Sell	-1,442	Closed	-$229K	–	152
2018 Q3	$229K	Buy	+1,442	New	+$214K	0.14%	147
2018 Q2	–	Sell	-742	Closed	-$86K	–	293
2018 Q1	$86K	Buy	+742	New	+$85.2K	0.05%	222

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

First Capital Advisors Group's CRM Position: Q2 2023 in Review

First Capital Advisors Group reduced its Salesforce (CRM) stake by 0.57% in Q2 2023, selling an estimated $2.04K and leaving 1,732 shares worth $366K. The position accounts for 0.19% of the portfolio, ranked #92.

First Capital Advisors Group first reported a position in CRM in Q1 2018 and has held it in 7 quarters since. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

First Capital Advisors Group held 1,732 shares of Salesforce worth $366K as of Q2 2023.
First Capital Advisors Group sold 10 Salesforce shares in Q2 2023, an estimated $2.04K.
Salesforce made up 0.19% of First Capital Advisors Group's portfolio in Q2 2023, its #92 holding.
First Capital Advisors Group first reported a position in Salesforce in Q1 2018 and has held it in 7 quarters since.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.