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CRM icon

HoyleCohen’s Salesforce CRM Stock Holding History

HoyleCohen’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 		$355K Sell
1,379
-30
-2% -$8.03K 0.03% 212
2024
Q1 		$424K Hold
1,409
– – 0.03% 209
2023
Q4 		$371K Hold
1,409
– – 0.03% 213
2023
Q3 		$286K Sell
1,409
-12
-0.8% -$2.59K 0.03% 216
2023
Q2 		$300K Buy
1,421
+100
+8% +$20.4K 0.03% 221
2023
Q1 		$264K Sell
1,321
-18,048
-93% -$3.05M 0.02% 231
2022
Q4 		$2.57M Sell
19,369
-1,505
-7% -$220K 0.26% 89
2022
Q3 		$3M Buy
20,874
+359
+2% +$60.9K 0.33% 78
2022
Q2 		$3.39M Buy
20,515
+1,960
+11% +$346K 0.35% 74
2022
Q1 		$3.94M Buy
18,555
+1,544
+9% +$332K 0.34% 80
2021
Q4 		$4.32M Buy
17,011
+1,479
+10% +$416K 0.36% 73
2021
Q3 		$4.21M Buy
15,532
+500
+3% +$127K 0.4% 73
2021
Q2 		$3.67K Buy
15,032
+504
+3% +$116K 0.29% 81
2021
Q1 		$3.08M Buy
14,528
+489
+3% +$109K 0.31% 84
2020
Q4 		$3.12M Buy
14,039
+637
+5% +$155K 0.36% 80
2020
Q3 		$3.37M Buy
13,402
+1,352
+11% +$296K 0.5% 60
2020
Q2 		$2.26M Buy
12,050
+646
+6% +$109K 0.38% 71
2020
Q1 		$1.64M Sell
11,404
-419
-4% -$71.8K 0.33% 76
2019
Q4 		$1.92M Buy
11,823
+499
+4% +$78.2K 0.31% 78
2019
Q3 		$1.68M Buy
11,324
+320
+3% +$48.6K 0.29% 80
2019
Q2 		$1.67M Buy
11,004
+835
+8% +$131K 0.29% 76
2019
Q1 		$1.61M Buy
10,169
+2,030
+25% +$315K 0.28% 78
2018
Q4 		$1.11M Buy
8,139
+2,660
+49% +$366K 0.23% 90
2018
Q3 		$871K Buy
5,479
+334
+6% +$49.6K 0.16% 99
2018
Q2 		$702K Sell
5,145
-157
-3% -$20K 0.14% 106
2018
Q1 		$617K Buy
5,302
+425
+9% +$48.8K 0.13% 107
2017
Q4 		$499K Buy
+4,877
New +$497K 0.1% 114

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

HoyleCohen's CRM Position: Q2 2024 in Review

HoyleCohen reduced its Salesforce (CRM) stake by 2.1% in Q2 2024, selling an estimated $8.03K and leaving 1,379 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #212.

HoyleCohen first reported a position in CRM in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.32M in Q4 2021. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • HoyleCohen held 1,379 shares of Salesforce worth $355K as of Q2 2024.
  • HoyleCohen sold 30 Salesforce shares in Q2 2024, an estimated $8.03K.
  • Salesforce made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #212 holding.
  • HoyleCohen first reported a position in Salesforce in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Salesforce position peaked at $4.32M in Q4 2021.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.