First Growth Investment Manager’s Salesforce CRM Stock Holding History

First Growth Investment Manager’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	$243K	Hold	1,150	–	–	0.41%	21
2023 Q1	$230K	Buy	+1,150	New	+$194K	0.41%	23
2022 Q2	–	Sell	-1,150	Closed	-$244K	–	33
2022 Q1	$244K	Buy	+1,150	New	+$247K	0.18%	33
2021 Q4	–	Sell	-1,000	Closed	-$271K	–	29
2021 Q3	$271K	Hold	1,000	–	–	0.1%	32
2021 Q2	$244K	Hold	1,000	–	–	0.09%	30
2021 Q1	$212K	Hold	1,000	–	–	0.07%	42
2020 Q4	$223K	Buy	+1,000	New	+$243K	0.16%	25

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 Growth Investment Manager's CRM Position: Q2 2023 in Review

First Growth Investment Manager held its Salesforce (CRM) position steady in Q2 2023 at 1,150 shares worth $243K. The position accounts for 0.41% of the portfolio, ranked #21.

First Growth Investment Manager first reported a position in CRM in Q4 2020 and has held it in 7 quarters since. The position peaked at $271K in Q3 2021. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

First Growth Investment Manager held 1,150 shares of Salesforce worth $243K as of Q2 2023.
First Growth Investment Manager left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.41% of First Growth Investment Manager's portfolio in Q2 2023, its #21 holding.
First Growth Investment Manager first reported a position in Salesforce in Q4 2020 and has held it in 7 quarters since.
First Growth Investment Manager's Salesforce position peaked at $271K in Q3 2021.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on First Growth Investment Manager's 13F filing for Q2 2023, filed 2 Aug 2023.