Golden Green’s Salesforce CRM Stock Holding History

Golden Green’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
2023 Q3	$551K	Buy	2,717 +377	+16%	+$81.5K	0.57%	49
2023 Q2	$494K	Buy	+2,340	New	+$478K	0.53%	48
2023 Q1	–	Sell	-7,965	Closed	-$1.06M	–	75
2022 Q4	$1.06M	Buy	7,965 +105	+1%	+$15.3K	1.09%	19
2022 Q3	$1.13M	Buy	7,860 +2,126	+37%	+$360K	1.22%	16
2022 Q2	$946K	Buy	5,734 +4,239	+284%	+$749K	0.99%	24
2022 Q1	$317K	Sell	1,495 -1,392	-48%	-$300K	0.26%	63
2021 Q4	$734K	Sell	2,887 -569	-16%	-$160K	0.59%	50
2021 Q3	$937K	Sell	3,456 -698	-17%	-$177K	0.73%	29
2021 Q2	$1.01M	Sell	4,154 -39	-0.9%	-$8.99K	0.78%	27
2021 Q1	$888K	Sell	4,193 -1,392	-25%	-$310K	0.77%	32
2020 Q4	$1.24M	Buy	+5,585	New	+$1.36M	1.16%	25

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Golden Green's CRM Position: Q3 2023 in Review

Golden Green increased its Salesforce (CRM) stake by 16% in Q3 2023, buying an estimated $81.5K and bringing the position to 2,717 shares worth $551K. The position accounts for 0.57% of the portfolio, ranked #49.

Golden Green first reported a position in CRM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2020. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Golden Green held 2,717 shares of Salesforce worth $551K as of Q3 2023.
Golden Green bought 377 Salesforce shares in Q3 2023, an estimated $81.5K.
Salesforce made up 0.57% of Golden Green's portfolio in Q3 2023, its #49 holding.
Golden Green first reported a position in Salesforce in Q4 2020 and has held it in 11 quarters since.
Golden Green's Salesforce position peaked at $1.24M in Q4 2020.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.