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James Investment Research’s Salesforce CRM Stock Holding History

James Investment Research’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
-5
Closed -$1K – 329
2023
Q1 		$1K Hold
5
– – ﹤0.01% 556
2022
Q4 		$1K Hold
5
– – ﹤0.01% 556
2022
Q3 		$1K Hold
5
– – ﹤0.01% 508
2022
Q2 		$1K Hold
5
– – ﹤0.01% 497
2022
Q1 		$1K Sell
5
-12
-71% -$2.58K ﹤0.01% 490
2021
Q4 		$4K Hold
17
– – ﹤0.01% 472
2021
Q3 		$5K Hold
17
– – ﹤0.01% 452
2021
Q2 		$4K Hold
17
– – ﹤0.01% 461
2021
Q1 		$4K Buy
+17
New +$3.79K ﹤0.01% 448
2019
Q1 		– Sell
-15
Closed -$2K – 840
2018
Q4 		$2K Buy
+15
New +$2.06K ﹤0.01% 768

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

James Investment Research's CRM Position: Q2 2023 in Review

James Investment Research sold out of Salesforce (CRM) in Q2 2023, closing a stake of 5 shares — an estimated $1K sold.

James Investment Research first reported a position in CRM in Q4 2018 and held it in 10 quarters. The position peaked at $5K in Q3 2021. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • James Investment Research reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 5 Salesforce shares in Q2 2023, an estimated $1K.
  • James Investment Research first reported a position in Salesforce in Q4 2018 and held it in 10 quarters.
  • James Investment Research's Salesforce position peaked at $5K in Q3 2021.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.