GGS
CRM icon

Galvin Gaustad & Stein’s Salesforce CRM Stock Holding History

Galvin Gaustad & Stein’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 		– Sell
-6,196
Closed -$1.02M – 161
2022
Q2 		$1.02M Buy
6,196
+1,662
+37% +$294K 0.1% 90
2022
Q1 		$963K Buy
4,534
+2,080
+85% +$448K 0.09% 100
2021
Q4 		$624K Buy
2,454
+1,036
+73% +$291K 0.05% 118
2021
Q3 		$385K Buy
1,418
+36
+3% +$9.14K 0.04% 140
2021
Q2 		$338K Buy
1,382
+63
+5% +$14.5K 0.03% 150
2021
Q1 		$279K Buy
+1,319
New +$294K 0.03% 163

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Galvin Gaustad & Stein's CRM Position: Q3 2022 in Review

Galvin Gaustad & Stein sold out of Salesforce (CRM) in Q3 2022, closing a stake of 6,196 shares — an estimated $1.02M sold.

Galvin Gaustad & Stein first reported a position in CRM in Q1 2021 and held it in 6 quarters. The position peaked at $1.02M in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Galvin Gaustad & Stein reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 6,196 Salesforce shares in Q3 2022, an estimated $1.02M.
  • Galvin Gaustad & Stein first reported a position in Salesforce in Q1 2021 and held it in 6 quarters.
  • Galvin Gaustad & Stein's Salesforce position peaked at $1.02M in Q2 2022.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2022, filed 26 Oct 2022.