Hanseatic Management Services’s Salesforce CRM Stock Holding History

Hanseatic Management Services’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	–	Sell	-193	Closed	-$58.1K	–	119
2024 Q1	$58.1K	Hold	193	–	–	0.09%	69
2023 Q4	$50.8K	Buy	193 +3	+2%	+$679	0.09%	65
2023 Q3	$38.5K	Buy	190 +3	+2%	+$648	0.07%	72
2023 Q2	$40K	Buy	+187	New	+$38.2K	0.07%	64
2019 Q2	–	Sell	-3,825	Closed	-$606K	–	221
2019 Q1	$606K	Buy	+3,825	New	+$593K	0.63%	69
2016 Q1	–	Sell	-13,030	Closed	-$1.02M	–	246
2015 Q4	$1.02M	Hold	13,030	–	–	0.35%	91
2015 Q3	$905K	Sell	13,030 -3,140	-19%	-$223K	0.28%	119
2015 Q2	$1.13M	Buy	+16,170	New	+$1.15M	0.5%	83

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Hanseatic Management Services's CRM Position: Q2 2024 in Review

Hanseatic Management Services sold out of Salesforce (CRM) in Q2 2024, closing a stake of 193 shares — an estimated $58.1K sold.

Hanseatic Management Services first reported a position in CRM in Q2 2015 and held it in 8 quarters. The position peaked at $1.13M in Q2 2015. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Hanseatic Management Services reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Hanseatic Management Services sold 193 Salesforce shares in Q2 2024, an estimated $58.1K.
Hanseatic Management Services first reported a position in Salesforce in Q2 2015 and held it in 8 quarters.
Hanseatic Management Services's Salesforce position peaked at $1.13M in Q2 2015.
2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Hanseatic Management Services's 13F filing for Q2 2024, filed 31 Jul 2024.