Hoertkorn Richard Charles’s Salesforce CRM Stock Holding History

Hoertkorn Richard Charles’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 Q4	–	Sell	-500	Closed	-$72K	–	86
2022 Q3	$72K	Hold	500	–	–	0.04%	49
2022 Q2	$83K	Hold	500	–	–	0.05%	53
2022 Q1	$106K	Hold	500	–	–	0.05%	49
2021 Q4	$127K	Hold	500	–	–	0.05%	50
2021 Q3	$136K	Hold	500	–	–	0.06%	46
2021 Q2	$122K	Hold	500	–	–	0.05%	49
2021 Q1	$106K	Hold	500	–	–	0.05%	52
2020 Q4	$111K	Hold	500	–	–	0.06%	50
2020 Q3	$126K	Hold	500	–	–	0.08%	49
2020 Q2	$94K	Hold	500	–	–	0.06%	52
2020 Q1	$72K	Hold	500	–	–	0.06%	56
2019 Q4	$81K	Hold	500	–	–	0.05%	57
2019 Q3	$74K	Hold	500	–	–	0.05%	58
2019 Q2	$76K	Hold	500	–	–	0.05%	58
2019 Q1	$79K	Hold	500	–	–	0.05%	56
2018 Q4	$68K	Hold	500	–	–	0.05%	62
2018 Q3	$80K	Hold	500	–	–	0.05%	62
2018 Q2	$68K	Hold	500	–	–	0.04%	63
2018 Q1	$58K	Hold	500	–	–	0.04%	66
2017 Q4	$51K	Hold	500	–	–	0.03%	66
2017 Q3	$47K	Hold	500	–	–	0.03%	64
2017 Q2	$43K	Hold	500	–	–	0.03%	63
2017 Q1	$41K	Hold	500	–	–	0.03%	65
2016 Q4	$34K	Buy	+500	New	+$36.3K	0.02%	71

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoertkorn Richard Charles's CRM Position: Q4 2022 in Review

Hoertkorn Richard Charles sold out of Salesforce (CRM) in Q4 2022, closing a stake of 500 shares — an estimated $72K sold.

Hoertkorn Richard Charles first reported a position in CRM in Q4 2016 and held it in 24 quarters. The position peaked at $136K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Hoertkorn Richard Charles reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
Hoertkorn Richard Charles sold 500 Salesforce shares in Q4 2022, an estimated $72K.
Hoertkorn Richard Charles first reported a position in Salesforce in Q4 2016 and held it in 24 quarters.
Hoertkorn Richard Charles's Salesforce position peaked at $136K in Q3 2021.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2022, filed 10 Feb 2023.