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Institutional & Family Asset Management’s Salesforce CRM Stock Holding History

Institutional & Family Asset Management’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 		$105K Buy
410
+179
+77% +$47.9K 0.02% 184
2024
Q1 		$69.6K Sell
231
-17
-7% -$4.91K 0.01% 212
2023
Q4 		$65.3K Sell
248
-14
-5% -$3.17K 0.01% 215
2023
Q3 		$53.1K Sell
262
-12
-4% -$2.59K 0.01% 213
2023
Q2 		$57.9K Buy
274
+53
+24% +$10.8K 0.01% 215
2023
Q1 		$44.2K Sell
221
-70
-24% -$11.8K 0.01% 230
2022
Q4 		$38.6K Sell
291
-75
-20% -$10.9K 0.01% 242
2022
Q3 		$53K Buy
366
+15
+4% +$2.54K 0.01% 219
2022
Q2 		$58K Sell
351
-35
-9% -$6.18K 0.01% 213
2022
Q1 		$82K Sell
386
-250
-39% -$53.8K 0.01% 214
2021
Q4 		$162K Buy
636
+5
+0.8% +$1.41K 0.03% 172
2021
Q3 		$171K Buy
631
+89
+16% +$22.6K 0.03% 190
2021
Q2 		$132K Hold
542
– – 0.02% 207
2021
Q1 		$115K Sell
542
-109
-17% -$24.3K 0.02% 249
2020
Q4 		$145K Sell
651
-4
-0.6% -$973 0.03% 211
2020
Q3 		$165K Buy
655
+80
+14% +$17.5K 0.04% 188
2020
Q2 		$108K Buy
575
+50
+10% +$8.43K 0.02% 227
2020
Q1 		$76K Buy
525
+9
+2% +$1.54K 0.02% 237
2019
Q4 		$84K Buy
516
+156
+43% +$24.5K 0.02% 265
2019
Q3 		$53K Sell
360
-40
-10% -$6.08K 0.01% 289
2019
Q2 		$61K Buy
400
+15
+4% +$2.35K 0.01% 289
2019
Q1 		$61K Buy
385
+25
+7% +$3.88K 0.01% 302
2018
Q4 		$49K Hold
360
– – 0.01% 330
2018
Q3 		$57K Hold
360
– – 0.01% 339
2018
Q2 		$49K Buy
360
+110
+44% +$14K 0.01% 350
2018
Q1 		$29K Buy
+250
New +$28.7K 0.01% 377

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

Institutional & Family Asset Management's CRM Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Salesforce (CRM) stake by 77% in Q2 2024, buying an estimated $47.9K and bringing the position to 410 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #184.

Institutional & Family Asset Management first reported a position in CRM in Q1 2018 and has held it in 26 quarters since. The position peaked at $171K in Q3 2021. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Institutional & Family Asset Management held 410 shares of Salesforce worth $105K as of Q2 2024.
  • Institutional & Family Asset Management bought 179 Salesforce shares in Q2 2024, an estimated $47.9K.
  • Salesforce made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #184 holding.
  • Institutional & Family Asset Management first reported a position in Salesforce in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Salesforce position peaked at $171K in Q3 2021.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.