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H.L. Ormond & Company’s Salesforce CRM Stock Holding History

H.L. Ormond & Company’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
Q3 		$345K Buy
2,395
+832
+53% +$141K 0.55% 73
2022
Q2 		$258K Sell
1,563
-1,215
-44% -$215K 0.42% 80
2022
Q1 		$590K Sell
2,778
-59
-2% -$12.7K 0.72% 65
2021
Q4 		$618K Buy
+2,837
New +$797K 0.72% 63

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

H.L. Ormond & Company's CRM Position: Q3 2022 in Review

H.L. Ormond & Company increased its Salesforce (CRM) stake by 53% in Q3 2022, buying an estimated $141K and bringing the position to 2,395 shares worth $345K. The position accounts for 0.55% of the portfolio, ranked #73.

H.L. Ormond & Company first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $618K in Q4 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • H.L. Ormond & Company held 2,395 shares of Salesforce worth $345K as of Q3 2022.
  • H.L. Ormond & Company bought 832 Salesforce shares in Q3 2022, an estimated $141K.
  • Salesforce made up 0.55% of H.L. Ormond & Company's portfolio in Q3 2022, its #73 holding.
  • H.L. Ormond & Company first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Salesforce position peaked at $618K in Q4 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.