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Girard Partners’s Salesforce CRM Stock Holding History

Girard Partners’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 		$9.67M Buy
37,597
+710
+2% +$190K 0.91% 25
2024
Q1 		$11.1M Buy
36,887
+4,848
+15% +$1.4M 1.05% 20
2023
Q4 		$8.43M Buy
32,039
+3,368
+12% +$762K 0.86% 29
2023
Q3 		$5.81M Sell
28,671
-3,371
-11% -$728K 0.66% 34
2023
Q2 		$6.77M Buy
32,042
+14,470
+82% +$2.95M 0.72% 33
2023
Q1 		$3.51M Sell
17,572
-1,749
-9% -$295K 0.39% 60
2022
Q4 		$2.56M Sell
19,321
-701
-4% -$102K 0.29% 86
2022
Q3 		$2.88M Sell
20,022
-265
-1% -$44.9K 0.38% 68
2022
Q2 		$3.35M Sell
20,287
-914
-4% -$161K 0.43% 67
2022
Q1 		$4.5M Buy
21,201
+41
+0.2% +$8.82K 0.49% 58
2021
Q4 		$5.38M Buy
21,160
+306
+1% +$86K 0.58% 51
2021
Q3 		$5.66M Buy
20,854
+131
+0.6% +$33.3K 0.71% 38
2021
Q2 		$5.06M Buy
20,723
+2,318
+13% +$534K 0.65% 46
2021
Q1 		$3.9M Buy
18,405
+2,431
+15% +$541K 0.56% 56
2020
Q4 		$3.55M Buy
15,974
+1,082
+7% +$263K 0.55% 55
2020
Q3 		$3.74M Buy
14,892
+1,627
+12% +$356K 0.63% 51
2020
Q2 		$2.48M Buy
13,265
+697
+6% +$117K 0.45% 62
2020
Q1 		$1.81M Buy
12,568
+3,927
+45% +$673K 0.36% 76
2019
Q4 		$1.44M Buy
+8,641
New +$1.35M 0.24% 103
2018
Q4 		– Sell
-624
Closed -$99K – 358
2018
Q3 		$99K Buy
+624
New +$92.6K 0.02% 321

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

Girard Partners's CRM Position: Q2 2024 in Review

Girard Partners increased its Salesforce (CRM) stake by 1.9% in Q2 2024, buying an estimated $190K and bringing the position to 37,597 shares worth $9.67M. The position accounts for 0.91% of the portfolio, ranked #25.

Girard Partners first reported a position in CRM in Q3 2018 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Girard Partners held 37,597 shares of Salesforce worth $9.67M as of Q2 2024.
  • Girard Partners bought 710 Salesforce shares in Q2 2024, an estimated $190K.
  • Salesforce made up 0.91% of Girard Partners's portfolio in Q2 2024, its #25 holding.
  • Girard Partners first reported a position in Salesforce in Q3 2018 and has held it in 20 quarters since.
  • Girard Partners's Salesforce position peaked at $11.1M in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.