James Hambro & Partners’s Salesforce CRM Stock Holding History

James Hambro & Partners’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 Q3	–	Sell	-2,050	Closed	-$338K	–	67
2022 Q2	$338K	Hold	2,050	–	–	0.03%	49
2022 Q1	$436K	Hold	2,050	–	–	0.03%	47
2021 Q4	$521K	Hold	2,050	–	–	0.04%	47
2021 Q3	$556K	Hold	2,050	–	–	0.04%	50
2021 Q2	$501K	Hold	2,050	–	–	0.04%	51
2021 Q1	$435K	Sell	2,050 -1,990	-49%	-$443K	0.04%	58
2020 Q4	$898K	Buy	4,040 +1,990	+97%	+$484K	0.1%	33
2020 Q3	$515K	Hold	2,050	–	–	0.07%	38
2020 Q2	$384K	Hold	2,050	–	–	0.06%	42
2020 Q1	$295K	Hold	2,050	–	–	0.06%	47
2019 Q4	$333K	Hold	2,050	–	–	0.06%	48
2019 Q3	$304K	Buy	+2,050	New	+$312K	0.06%	45
2019 Q1	$325K	Sell	2,050 -1,200	-37%	-$186K	0.1%	39
2018 Q4	$445K	Buy	+3,250	New	+$447K	0.17%	33

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

James Hambro & Partners's CRM Position: Q3 2022 in Review

James Hambro & Partners sold out of Salesforce (CRM) in Q3 2022, closing a stake of 2,050 shares — an estimated $338K sold.

James Hambro & Partners first reported a position in CRM in Q4 2018 and held it in 14 quarters. The position peaked at $898K in Q4 2020. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

James Hambro & Partners reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
James Hambro & Partners sold 2,050 Salesforce shares in Q3 2022, an estimated $338K.
James Hambro & Partners first reported a position in Salesforce in Q4 2018 and held it in 14 quarters.
James Hambro & Partners's Salesforce position peaked at $898K in Q4 2020.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on James Hambro & Partners's 13F filing for Q3 2022, filed 20 Oct 2022.