JGC
CRM icon

J. Goldman & Co’s Salesforce CRM Stock Holding History

J. Goldman & Co’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
2023
Q2 		– Sell
-1,277
Closed -$255K – 395
2023
Q1 		$255K Sell
1,277
-3,855
-75% -$651K 0.01% 304
2022
Q4 		$680K Sell
5,132
-88,233
-95% -$12.9M 0.03% 257
2022
Q3 		$13.4M Buy
+93,365
New +$15.8M 0.64% 44
2020
Q3 		– Sell
-71,472
Closed -$13.4M – 320
2020
Q2 		$13.4M Buy
+71,472
New +$12M 0.83% 31
2016
Q4 		– Sell
-278,200
Closed -$19.8M – 314
2016
Q3 		$19.8M Buy
+278,200
New +$21.7M 1.12% 16
2016
Q1 		– Sell
-6,571
Closed -$515K – 299
2015
Q4 		$515K Buy
+6,571
New +$513K 0.05% 203
2013
Q4 		– Sell
-20,000
Closed -$1.04M – 234
2013
Q3 		$1.04M Buy
+20,000
New +$908K 0.1% 193

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Goldman & Co's CRM Position: Q2 2023 in Review

J. Goldman & Co sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,277 shares — an estimated $255K sold.

J. Goldman & Co first reported a position in CRM in Q3 2013 and held it in 7 quarters. The position peaked at $19.8M in Q3 2016. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • J. Goldman & Co reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • J. Goldman & Co sold 1,277 Salesforce shares in Q2 2023, an estimated $255K.
  • J. Goldman & Co first reported a position in Salesforce in Q3 2013 and held it in 7 quarters.
  • J. Goldman & Co's Salesforce position peaked at $19.8M in Q3 2016.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on J. Goldman & Co's 13F filing for Q2 2023, filed 14 Aug 2023.