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Ford Financial Group’s Salesforce CRM Stock Holding History

Ford Financial 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
2022
Q4 		– Sell
-1,495
Closed -$215K – 122
2022
Q3 		$215K Sell
1,495
-9
-0.6% -$1.53K 0.09% 108
2022
Q2 		$248K Sell
1,504
-1
-0.1% -$177 0.1% 99
2022
Q1 		$319K Buy
1,505
+232
+18% +$49.9K 0.12% 89
2021
Q4 		$323 Sell
1,273
-45
-3% -$12.6K 0.06% 74
2021
Q3 		$357K Hold
1,318
– – 0.14% 64
2021
Q2 		$321K Hold
1,318
– – 0.12% 71
2021
Q1 		$279K Buy
+1,318
New +$293K 0.12% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ford Financial Group's CRM Position: Q4 2022 in Review

Ford Financial Group sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,495 shares — an estimated $215K sold.

Ford Financial Group first reported a position in CRM in Q1 2021 and held it in 7 quarters. The position peaked at $357K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Ford Financial Group reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,495 Salesforce shares in Q4 2022, an estimated $215K.
  • Ford Financial Group first reported a position in Salesforce in Q1 2021 and held it in 7 quarters.
  • Ford Financial Group's Salesforce position peaked at $357K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.