Fund 1 Investments’s Salesforce CRM Stock Holding History

Fund 1 Investments’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	–	Sell	-5,000	Closed	-$999K	–	70
2023 Q1	$999K	Sell	5,000 -5,000	-50%	-$845K	0.34%	38
2022 Q4	$1.33M	Buy	+10,000	New	+$1.46M	0.6%	27

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

Fund 1 Investments's CRM Position: Q2 2023 in Review

Fund 1 Investments sold out of Salesforce (CRM) in Q2 2023, closing a stake of 5,000 shares — an estimated $999K sold.

Fund 1 Investments first reported a position in CRM in Q4 2022 and held it in 2 quarters. The position peaked at $1.33M in Q4 2022. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Fund 1 Investments reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
Fund 1 Investments sold 5,000 Salesforce shares in Q2 2023, an estimated $999K.
Fund 1 Investments first reported a position in Salesforce in Q4 2022 and held it in 2 quarters.
Fund 1 Investments's Salesforce position peaked at $1.33M in Q4 2022.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Fund 1 Investments's 13F filing for Q2 2023, filed 14 Aug 2023.