HI
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Hoey Investments’s Salesforce CRM Stock Holding History

Hoey Investments’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
Q4 		– Sell
-45
Closed -$11.6K – 387
2024
Q3 		$11.6K Hold
45
– – ﹤0.01% 195
2024
Q2 		$11.6K Sell
45
-105
-70% -$28.1K ﹤0.01% 195
2024
Q1 		$45.2K Hold
150
– – 0.01% 132
2023
Q4 		$39.5K Hold
150
– – 0.01% 136
2023
Q3 		$30.4K Hold
150
– – 0.01% 146
2023
Q2 		$31.7K Buy
+150
New +$30.6K 0.01% 148
2022
Q4 		– Sell
-500
Closed -$72K – 309
2022
Q3 		$72K Buy
500
+250
+100% +$42.4K 0.03% 125
2022
Q2 		$41K Buy
+250
New +$44.2K 0.02% 123
2022
Q1 		– Sell
-1,983
Closed -$504K – 256
2021
Q4 		$504K Sell
1,983
-334
-14% -$93.8K 0.13% 47
2021
Q3 		$628K Buy
2,317
+9
+0.4% +$2.29K 0.19% 45
2021
Q2 		$564K Sell
2,308
-894
-28% -$206K 0.17% 50
2021
Q1 		$678K Sell
3,202
-642
-17% -$143K 0.23% 36
2020
Q4 		$855K Buy
3,844
+743
+24% +$181K 0.31% 29
2020
Q3 		$779K Buy
3,101
+210
+7% +$46K 0.31% 28
2020
Q2 		$542K Sell
2,891
-642
-18% -$108K 0.27% 35
2020
Q1 		$509K Buy
3,533
+653
+23% +$112K 0.36% 26
2019
Q4 		$468K Buy
+2,880
New +$451K 0.33% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hoey Investments's CRM Position: Q4 2024 in Review

Hoey Investments sold out of Salesforce (CRM) in Q4 2024, closing a stake of 45 shares — an estimated $11.6K sold.

Hoey Investments first reported a position in CRM in Q4 2019 and held it in 17 quarters. The position peaked at $855K in Q4 2020. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Hoey Investments reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 45 Salesforce shares in Q4 2024, an estimated $11.6K.
  • Hoey Investments first reported a position in Salesforce in Q4 2019 and held it in 17 quarters.
  • Hoey Investments's Salesforce position peaked at $855K in Q4 2020.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.