GA
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Gateway Advisory’s Salesforce CRM Stock Holding History

Gateway Advisory’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
Q3 		$4.78M Buy
17,459
+332
+2% +$85K 0.77% 32
2024
Q2 		$4.4M Buy
17,127
+532
+3% +$142K 0.75% 32
2024
Q1 		$5M Buy
16,595
+1,123
+7% +$324K 0.88% 32
2023
Q4 		$4.07M Buy
+15,472
New +$3.5M 0.78% 33
2021
Q2 		– Sell
-16,711
Closed -$3.54M – 108
2021
Q1 		$3.54M Sell
16,711
-200
-1% -$44.5K 0.9% 30
2020
Q4 		$3.76M Buy
16,911
+21
+0.1% +$5.11K 0.82% 30
2020
Q3 		$4.25M Buy
+16,890
New +$3.7M 1% 26

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

Gateway Advisory's CRM Position: Q3 2024 in Review

Gateway Advisory increased its Salesforce (CRM) stake by 1.9% in Q3 2024, buying an estimated $85K and bringing the position to 17,459 shares worth $4.78M. The position accounts for 0.77% of the portfolio, ranked #32.

Gateway Advisory first reported a position in CRM in Q3 2020 and has held it in 7 quarters since. The position peaked at $5M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Gateway Advisory held 17,459 shares of Salesforce worth $4.78M as of Q3 2024.
  • Gateway Advisory bought 332 Salesforce shares in Q3 2024, an estimated $85K.
  • Salesforce made up 0.77% of Gateway Advisory's portfolio in Q3 2024, its #32 holding.
  • Gateway Advisory first reported a position in Salesforce in Q3 2020 and has held it in 7 quarters since.
  • Gateway Advisory's Salesforce position peaked at $5M in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.