Gamble Jones Investment Counsel’s Salesforce CRM Stock Holding History

Gamble Jones Investment Counsel’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 Q2	–	Sell	-1,515	Closed	-$322K	–	209
2022 Q1	$322K	Sell	1,515 -900	-37%	-$194K	0.02%	178
2021 Q4	$614K	Buy	2,415 +180	+8%	+$50.6K	0.04%	146
2021 Q3	$606K	Hold	2,235	–	–	0.04%	139
2021 Q2	$546K	Sell	2,235 -150	-6%	-$34.6K	0.04%	153
2021 Q1	$505K	Hold	2,385	–	–	0.03%	154
2020 Q4	$531K	Buy	2,385 +37	+2%	+$9K	0.04%	150
2020 Q3	$590K	Sell	2,348 -37	-2%	-$8.1K	0.04%	142
2020 Q2	$447K	Hold	2,385	–	–	0.04%	153
2020 Q1	$343K	Buy	2,385 +750	+46%	+$129K	0.03%	158
2019 Q4	$266K	Buy	+1,635	New	+$256K	0.02%	191

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Gamble Jones Investment Counsel's CRM Position: Q2 2022 in Review

Gamble Jones Investment Counsel sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,515 shares — an estimated $322K sold.

Gamble Jones Investment Counsel first reported a position in CRM in Q4 2019 and held it in 10 quarters. The position peaked at $614K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Gamble Jones Investment Counsel reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Gamble Jones Investment Counsel sold 1,515 Salesforce shares in Q2 2022, an estimated $322K.
Gamble Jones Investment Counsel first reported a position in Salesforce in Q4 2019 and held it in 10 quarters.
Gamble Jones Investment Counsel's Salesforce position peaked at $614K in Q4 2021.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q2 2022, filed 5 Aug 2022.