First Command Financial Services’s Salesforce CRM Stock Holding History

First Command Financial Services’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	$107K	Hold	505	–	–	0.01%	187
2023 Q1	$101K	Hold	505	–	–	0.01%	181
2022 Q4	$67K	Sell	505 -245	-33%	-$35.8K	0.01%	209
2022 Q3	$108K	Sell	750 -44	-6%	-$7.46K	0.02%	169
2022 Q2	$131K	Hold	794	–	–	0.02%	155
2022 Q1	$169K	Sell	794 -2	-0.3%	-$430	0.02%	151
2021 Q4	$202K	Buy	796 +245	+44%	+$68.8K	0.03%	142
2021 Q3	$149K	Buy	551 +10	+2%	+$2.54K	0.03%	163
2021 Q2	$132K	Hold	541	–	–	0.01%	169
2021 Q1	$115K	Buy	541 +300	+124%	+$66.8K	0.02%	172
2020 Q4	$54K	Buy	241 +82	+52%	+$19.9K	0.01%	213
2020 Q3	$40K	Hold	159	–	–	0.01%	209
2020 Q2	$30K	Hold	159	–	–	0.01%	216
2020 Q1	$23K	Hold	159	–	–	0.01%	225
2019 Q4	$26K	Hold	159	–	–	0.01%	248
2019 Q3	$24K	Hold	159	–	–	0.01%	247
2019 Q2	$24K	Hold	159	–	–	0.01%	260
2019 Q1	$25K	Hold	159	–	–	0.01%	259
2018 Q4	$22K	Buy	159 +36	+29%	+$4.95K	0.01%	269
2018 Q3	$20K	Buy	123 +53	+76%	+$7.87K	0.01%	284
2018 Q2	$10K	Sell	70 -8	-10%	-$1.02K	﹤0.01%	344
2018 Q1	$8K	Buy	+78	New	+$8.96K	﹤0.01%	366

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 Command Financial Services's CRM Position: Q2 2023 in Review

First Command Financial Services held its Salesforce (CRM) position steady in Q2 2023 at 505 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #187.

First Command Financial Services first reported a position in CRM in Q1 2018 and has held it in 22 quarters since. The position peaked at $202K in Q4 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

First Command Financial Services held 505 shares of Salesforce worth $107K as of Q2 2023.
First Command Financial Services left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.01% of First Command Financial Services's portfolio in Q2 2023, its #187 holding.
First Command Financial Services first reported a position in Salesforce in Q1 2018 and has held it in 22 quarters since.
First Command Financial Services's Salesforce position peaked at $202K in Q4 2021.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.