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HighTower Trust’s Salesforce CRM Stock Holding History

HighTower Trust’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
Q1 		$468K Sell
2,703
-290
-10% -$49K 0.05% 154
2022
Q4 		$385K Sell
2,993
-74
-2% -$10.8K 0.04% 166
2022
Q3 		$441K Buy
3,067
+98
+3% +$16.6K 0.05% 147
2022
Q2 		$498 Buy
2,969
+751
+34% +$133K 0.05% 149
2022
Q1 		$471K Buy
2,218
+245
+12% +$52.7K 0.04% 162
2021
Q4 		$501K Buy
+1,973
New +$554K 0.05% 154

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HighTower Trust's CRM Position: Q1 2023 in Review

HighTower Trust reduced its Salesforce (CRM) stake by 9.7% in Q1 2023, selling an estimated $49K and leaving 2,703 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #154.

HighTower Trust first reported a position in CRM in Q4 2021 and has held it in 6 quarters since. The position peaked at $501K in Q4 2021. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • HighTower Trust held 2,703 shares of Salesforce worth $468K as of Q1 2023.
  • HighTower Trust sold 290 Salesforce shares in Q1 2023, an estimated $49K.
  • Salesforce made up 0.05% of HighTower Trust's portfolio in Q1 2023, its #154 holding.
  • HighTower Trust first reported a position in Salesforce in Q4 2021 and has held it in 6 quarters since.
  • HighTower Trust's Salesforce position peaked at $501K in Q4 2021.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.