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InterOcean Capital Group’s Salesforce CRM Stock Holding History

InterOcean Capital Group’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
Q1 		$1.22M Buy
4,062
+621
+18% +$179K 0.03% 185
2023
Q4 		$905K Sell
3,441
-52
-1% -$11.8K 0.02% 208
2023
Q3 		$708K Buy
3,493
+440
+14% +$95.1K 0.02% 225
2023
Q2 		$645K Sell
3,053
-70
-2% -$14.3K 0.02% 234
2023
Q1 		$624K Sell
3,123
-53
-2% -$8.95K 0.02% 227
2022
Q4 		$421K Sell
3,176
-472
-13% -$68.9K 0.02% 287
2022
Q3 		$525K Buy
3,648
+500
+16% +$84.8K 0.02% 230
2022
Q2 		$520K Buy
3,148
+720
+30% +$127K 0.02% 231
2022
Q1 		$516K Buy
2,428
+3
+0.1% +$646 0.02% 172
2021
Q4 		$616K Buy
2,425
+600
+33% +$169K 0.03% 157
2021
Q3 		$495K Sell
1,825
-1,187
-39% -$301K 0.02% 159
2021
Q2 		$736K Buy
3,012
+490
+19% +$113K 0.04% 137
2021
Q1 		$534K Buy
2,522
+197
+8% +$43.9K 0.03% 144
2020
Q4 		$517K Buy
+2,325
New +$565K 0.03% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

InterOcean Capital Group's CRM Position: Q1 2024 in Review

InterOcean Capital Group increased its Salesforce (CRM) stake by 18% in Q1 2024, buying an estimated $179K and bringing the position to 4,062 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #185.

InterOcean Capital Group first reported a position in CRM in Q4 2020 and has held it in 14 quarters since. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • InterOcean Capital Group held 4,062 shares of Salesforce worth $1.22M as of Q1 2024.
  • InterOcean Capital Group bought 621 Salesforce shares in Q1 2024, an estimated $179K.
  • Salesforce made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #185 holding.
  • InterOcean Capital Group first reported a position in Salesforce in Q4 2020 and has held it in 14 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.