FourThought Financial’s Salesforce CRM Stock Holding History

FourThought Financial’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 Q3	$3.58M	Sell	24,909 -2,079	-8%	-$353K	0.53%	48
2022 Q2	$4.45M	Buy	26,988 +2,082	+8%	+$368K	0.65%	40
2022 Q1	$5.33M	Buy	24,906 +11,153	+81%	+$2.4M	0.67%	37
2021 Q4	$3.5M	Buy	13,753 +1,082	+9%	+$304K	0.44%	55
2021 Q3	$3.44M	Buy	12,671 +4,229	+50%	+$1.07M	0.46%	54
2021 Q2	$2.06M	Buy	8,442 +3,753	+80%	+$865K	0.28%	78
2021 Q1	$993K	Buy	4,689 +1,141	+32%	+$254K	0.14%	124
2020 Q4	$789K	Buy	+3,548	New	+$863K	0.13%	131

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's CRM Position: Q3 2022 in Review

FourThought Financial reduced its Salesforce (CRM) stake by 7.7% in Q3 2022, selling an estimated $353K and leaving 24,909 shares worth $3.58M. The position accounts for 0.53% of the portfolio, ranked #48.

FourThought Financial first reported a position in CRM in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.33M in Q1 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

FourThought Financial held 24,909 shares of Salesforce worth $3.58M as of Q3 2022.
FourThought Financial sold 2,079 Salesforce shares in Q3 2022, an estimated $353K.
Salesforce made up 0.53% of FourThought Financial's portfolio in Q3 2022, its #48 holding.
FourThought Financial first reported a position in Salesforce in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Salesforce position peaked at $5.33M in Q1 2022.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.