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CRM icon

Gofen & Glossberg’s Salesforce CRM Stock Holding History

Gofen & Glossberg’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
Q4 		$27.8M Sell
209,776
-6,418
-3% -$937K 0.71% 38
2022
Q3 		$31.1M Buy
216,194
+3,302
+2% +$560K 0.88% 30
2022
Q2 		$35.1M Buy
212,892
+3,483
+2% +$615K 0.93% 26
2022
Q1 		$44.5M Buy
209,409
+2,424
+1% +$522K 1.01% 24
2021
Q4 		$52.6M Sell
206,985
-1,016
-0.5% -$285K 1.14% 23
2021
Q3 		$56.4M Buy
208,001
+1,645
+0.8% +$418K 1.32% 18
2021
Q2 		$50.4M Buy
206,356
+1,751
+0.9% +$404K 1.2% 21
2021
Q1 		$43.4M Buy
204,605
+6,585
+3% +$1.47M 1.11% 23
2020
Q4 		$44.1M Buy
198,020
+4,088
+2% +$994K 1.21% 23
2020
Q3 		$48.7M Buy
193,932
+3,949
+2% +$864K 1.5% 17
2020
Q2 		$35.6M Buy
189,983
+4,445
+2% +$749K 1.19% 22
2020
Q1 		$26.7M Buy
185,538
+9,954
+6% +$1.71M 1.05% 29
2019
Q4 		$28.6M Buy
175,584
+4,345
+3% +$681K 0.91% 33
2019
Q3 		$25.4M Buy
171,239
+21,182
+14% +$3.22M 0.86% 34
2019
Q2 		$22.8M Buy
150,057
+8,968
+6% +$1.41M 0.78% 37
2019
Q1 		$22.3M Buy
141,089
+17,990
+15% +$2.79M 0.79% 39
2018
Q4 		$16.9M Buy
123,099
+17,491
+17% +$2.41M 0.67% 45
2018
Q3 		$16.8M Buy
105,608
+61,050
+137% +$9.06M 0.58% 54
2018
Q2 		$6.08M Buy
44,558
+33,885
+317% +$4.32M 0.23% 103
2018
Q1 		$1.24M Buy
10,673
+198
+2% +$22.7K 0.05% 191
2017
Q4 		$1.07M Buy
10,475
+100
+1% +$10.2K 0.04% 206
2017
Q3 		$969K Buy
10,375
+468
+5% +$43.1K 0.04% 216
2017
Q2 		$858K Buy
9,907
+791
+9% +$68.9K 0.03% 227
2017
Q1 		$752K Buy
9,116
+456
+5% +$36.4K 0.03% 239
2016
Q4 		$593K Sell
8,660
-536
-6% -$38.9K 0.02% 258
2016
Q3 		$656K Sell
9,196
-163
-2% -$12.7K 0.03% 245
2016
Q2 		$743K Buy
9,359
+174
+2% +$13.7K 0.03% 234
2016
Q1 		$678K Sell
9,185
-91
-1% -$6.27K 0.03% 242
2015
Q4 		$727K Hold
9,276
– – 0.03% 229
2015
Q3 		$644K Buy
9,276
+1,482
+19% +$105K 0.03% 246
2015
Q2 		$543K Buy
7,794
+41
+0.5% +$2.92K 0.02% 270
2015
Q1 		$518K Buy
7,753
+150
+2% +$9.3K 0.02% 279
2014
Q4 		$451K Buy
7,603
+649
+9% +$38.3K 0.02% 284
2014
Q3 		$400K Sell
6,954
-200
-3% -$11.3K 0.02% 296
2014
Q2 		$416K Buy
7,154
+130
+2% +$7.02K 0.02% 294
2014
Q1 		$438K Sell
7,024
-100
-1% -$5.98K 0.02% 277
2013
Q4 		$393K Buy
7,124
+1,532
+27% +$81.9K 0.02% 296
2013
Q3 		$290K Sell
5,592
-100
-2% -$4.54K 0.01% 327
2013
Q2 		$217K Buy
+5,692
New +$235K 0.01% 361

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gofen & Glossberg's CRM Position: Q4 2022 in Review

Gofen & Glossberg reduced its Salesforce (CRM) stake by 3% in Q4 2022, selling an estimated $937K and leaving 209,776 shares worth $27.8M. The position accounts for 0.71% of the portfolio, ranked #38.

Gofen & Glossberg first reported a position in CRM in Q2 2013 and has held it in 39 quarters since. The position peaked at $56.4M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Gofen & Glossberg held 209,776 shares of Salesforce worth $27.8M as of Q4 2022.
  • Gofen & Glossberg sold 6,418 Salesforce shares in Q4 2022, an estimated $937K.
  • Salesforce made up 0.71% of Gofen & Glossberg's portfolio in Q4 2022, its #38 holding.
  • Gofen & Glossberg first reported a position in Salesforce in Q2 2013 and has held it in 39 quarters since.
  • Gofen & Glossberg's Salesforce position peaked at $56.4M in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.