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G&S Capital’s Salesforce CRM Stock Holding History

G&S Capital’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
2024
Q2 		– Sell
-7,406
Closed -$2.23M – 125
2024
Q1 		$2.23M Sell
7,406
-1,389
-16% -$401K 0.99% 39
2023
Q4 		$2.31M Sell
8,795
-54
-0.6% -$12.2K 1.1% 34
2023
Q3 		$1.79M Sell
8,849
-70
-0.8% -$15.1K 0.91% 49
2023
Q2 		$1.88M Buy
+8,919
New +$1.82M 0.91% 44
2022
Q2 		– Sell
-2,503
Closed -$531K – 91
2022
Q1 		$531K Sell
2,503
-2,019
-45% -$435K 0.28% 82
2021
Q4 		$1.15M Buy
4,522
+1,042
+30% +$293K 0.57% 61
2021
Q3 		$944K Buy
+3,480
New +$884K 0.52% 58
2021
Q2 		– Sell
-2,289
Closed -$485K – 108
2021
Q1 		$485K Sell
2,289
-889
-28% -$198K 0.28% 85
2020
Q4 		$707K Sell
3,178
-229
-7% -$55.7K 0.42% 63
2020
Q3 		$856K Sell
3,407
-566
-14% -$124K 0.62% 46
2020
Q2 		$744K Buy
3,973
+1,442
+57% +$243K 0.67% 39
2020
Q1 		$364K Sell
2,531
-108
-4% -$18.5K 0.64% 31
2019
Q4 		$429K Buy
2,639
+2,139
+428% +$335K 0.24% 66
2019
Q3 		$74K Sell
500
-3,805
-88% -$578K 0.04% 105
2019
Q2 		$653K Buy
4,305
+12
+0.3% +$1.88K 0.39% 58
2019
Q1 		$680K Buy
4,293
+3,759
+704% +$583K 0.42% 47
2018
Q4 		$73K Buy
534
+34
+7% +$4.68K 0.07% 81
2018
Q3 		$80K Hold
500
– – 0.06% 102
2018
Q2 		$68K Hold
500
– – 0.05% 101
2018
Q1 		$58K Hold
500
– – 0.05% 102
2017
Q4 		$51K Buy
+500
New +$51K 0.04% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

G&S Capital's CRM Position: Q2 2024 in Review

G&S Capital sold out of Salesforce (CRM) in Q2 2024, closing a stake of 7,406 shares — an estimated $2.23M sold.

G&S Capital first reported a position in CRM in Q4 2017 and held it in 21 quarters. The position peaked at $2.31M in Q4 2023. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • G&S Capital reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • G&S Capital sold 7,406 Salesforce shares in Q2 2024, an estimated $2.23M.
  • G&S Capital first reported a position in Salesforce in Q4 2017 and held it in 21 quarters.
  • G&S Capital's Salesforce position peaked at $2.31M in Q4 2023.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on G&S Capital's 13F filing for Q2 2024, filed 30 Jul 2024.