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Hirtle Callaghan & Co’s Salesforce CRM Stock Holding History

Hirtle Callaghan & Co’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
-735
Closed -$221K – 97
2024
Q1 		$221K Buy
+735
New +$212K 0.01% 93
2015
Q1 		– Sell
-23
Closed -$1K – 95
2014
Q4 		$1K Buy
+23
New +$1.36K ﹤0.01% 525
2014
Q3 		– Sell
-23
Closed -$1K – 573
2014
Q2 		$1K Buy
23
+2
+10% +$108 ﹤0.01% 599
2014
Q1 		$1K Sell
21
-4
-16% -$239 ﹤0.01% 590
2013
Q4 		$1K Sell
25
-1
-4% -$53 ﹤0.01% 572
2013
Q3 		$1K Buy
+26
New +$1.18K ﹤0.01% 577

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

Hirtle Callaghan & Co's CRM Position: Q2 2024 in Review

Hirtle Callaghan & Co sold out of Salesforce (CRM) in Q2 2024, closing a stake of 735 shares — an estimated $221K sold.

Hirtle Callaghan & Co first reported a position in CRM in Q3 2013 and held it in 6 quarters. The position peaked at $221K in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Hirtle Callaghan & Co reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 735 Salesforce shares in Q2 2024, an estimated $221K.
  • Hirtle Callaghan & Co first reported a position in Salesforce in Q3 2013 and held it in 6 quarters.
  • Hirtle Callaghan & Co's Salesforce position peaked at $221K in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2024, filed 13 Aug 2024.