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Freedom Day Solutions’s Salesforce CRM Stock Holding History

Freedom Day Solutions’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
-8,387
Closed -$1.21M – 108
2022
Q3 		$1.21M Sell
8,387
-559
-6% -$94.8K 0.65% 60
2022
Q2 		$1.48M Sell
8,946
-456
-5% -$80.6K 0.74% 60
2022
Q1 		$2M Sell
9,402
-331
-3% -$71.2K 0.86% 44
2021
Q4 		$2.47M Buy
9,733
+60
+0.6% +$16.9K 1% 41
2021
Q3 		$2.62M Buy
9,673
+192
+2% +$48.8K 1.23% 26
2021
Q2 		$2.32M Sell
9,481
-1,338
-12% -$308K 1.1% 40
2021
Q1 		$2.29M Sell
10,819
-78
-0.7% -$17.4K 1.22% 40
2020
Q4 		$2.42M Sell
10,897
-323
-3% -$78.5K 1.32% 30
2020
Q3 		$2.82M Sell
11,220
-407
-4% -$89.1K 1.66% 17
2020
Q2 		$2.18M Sell
11,627
-365
-3% -$61.5K 1.44% 26
2020
Q1 		$1.73M Sell
11,992
-2,625
-18% -$450K 1.47% 25
2019
Q4 		$2.38M Sell
14,617
-260
-2% -$40.8K 1.59% 23
2019
Q3 		$2.21M Sell
14,877
-1,709
-10% -$260K 1.61% 21
2019
Q2 		$2.52M Sell
16,586
-2,162
-12% -$339K 1.91% 12
2019
Q1 		$2.97M Sell
18,748
-880
-4% -$136K 2.43% 3
2018
Q4 		$2.69M Sell
19,628
-384
-2% -$52.8K 2.82% 4
2018
Q3 		$3.18M Sell
20,012
-284
-1% -$42.1K 2.51% 4
2018
Q2 		$2.77M Sell
20,296
-220
-1% -$28.1K 2.26% 5
2018
Q1 		$2.39M Sell
20,516
-748
-4% -$85.9K 2.08% 11
2017
Q4 		$2.17M Buy
+21,264
New +$2.17M 1.84% 19

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

Freedom Day Solutions's CRM Position: Q4 2022 in Review

Freedom Day Solutions sold out of Salesforce (CRM) in Q4 2022, closing a stake of 8,387 shares — an estimated $1.21M sold.

Freedom Day Solutions first reported a position in CRM in Q4 2017 and held it in 20 quarters. The position peaked at $3.18M in Q3 2018. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Freedom Day Solutions reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Freedom Day Solutions sold 8,387 Salesforce shares in Q4 2022, an estimated $1.21M.
  • Freedom Day Solutions first reported a position in Salesforce in Q4 2017 and held it in 20 quarters.
  • Freedom Day Solutions's Salesforce position peaked at $3.18M in Q3 2018.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Freedom Day Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.