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Gratus Capital’s Salesforce CRM Stock Holding History

Gratus Capital’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 		$512K Buy
1,992
+672
+51% +$180K 0.02% 248
2024
Q1 		$397K Buy
1,320
+200
+18% +$57.7K 0.02% 253
2023
Q4 		$295K Buy
1,120
+114
+11% +$25.8K 0.02% 221
2023
Q3 		$204K Buy
+1,006
New +$217K 0.01% 239
2023
Q2 		– Sell
-1,058
Closed -$211K – 245
2023
Q1 		$211K Buy
+1,058
New +$179K 0.02% 211

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

Gratus Capital's CRM Position: Q2 2024 in Review

Gratus Capital increased its Salesforce (CRM) stake by 51% in Q2 2024, buying an estimated $180K and bringing the position to 1,992 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #248.

Gratus Capital first reported a position in CRM in Q1 2023 and has held it in 5 quarters since. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Gratus Capital held 1,992 shares of Salesforce worth $512K as of Q2 2024.
  • Gratus Capital bought 672 Salesforce shares in Q2 2024, an estimated $180K.
  • Salesforce made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #248 holding.
  • Gratus Capital first reported a position in Salesforce in Q1 2023 and has held it in 5 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.