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Investors Asset Management of Georgia’s Salesforce CRM Stock Holding History

Investors Asset Management of Georgia’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
-200
Closed -$29K – 255
2022
Q3 		$29K Buy
200
+167
+506% +$28.3K 0.01% 366
2022
Q2 		$5K Buy
+33
New +$5.83K ﹤0.01% 470

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Asset Management of Georgia's CRM Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Salesforce (CRM) in Q4 2022, closing a stake of 200 shares — an estimated $29K sold.

Investors Asset Management of Georgia first reported a position in CRM in Q2 2022 and held it in 2 quarters. The position peaked at $29K in Q3 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 200 Salesforce shares in Q4 2022, an estimated $29K.
  • Investors Asset Management of Georgia first reported a position in Salesforce in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Salesforce position peaked at $29K in Q3 2022.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.