JSMC
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Jess S. Morgan & Co’s Salesforce CRM Stock Holding History

Jess S. Morgan & 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
2022
Q2 		– Sell
-16,814
Closed -$3.57M – 41
2022
Q1 		$3.57M Buy
16,814
+478
+3% +$103K 2.6% 24
2021
Q4 		$4.15M Buy
16,336
+206
+1% +$57.9K 2.55% 25
2021
Q3 		$4.38M Sell
16,130
-177
-1% -$45K 2.89% 18
2021
Q2 		$3.98M Buy
16,307
+1,245
+8% +$287K 2.62% 28
2021
Q1 		$3.19M Buy
15,062
+758
+5% +$169K 2.24% 30
2020
Q4 		$3.18M Buy
14,304
+1,780
+14% +$433K 2.54% 30
2020
Q3 		$3.15M Sell
12,524
-2,442
-16% -$535K 3.14% 10
2020
Q2 		$2.8M Sell
14,966
-2,030
-12% -$342K 3.04% 13
2020
Q1 		$2.45M Buy
16,996
+2,843
+20% +$487K 3.18% 18
2019
Q4 		$2.3M Buy
+14,153
New +$2.22M 2.26% 30

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jess S. Morgan & Co's CRM Position: Q2 2022 in Review

Jess S. Morgan & Co sold out of Salesforce (CRM) in Q2 2022, closing a stake of 16,814 shares — an estimated $3.57M sold.

Jess S. Morgan & Co first reported a position in CRM in Q4 2019 and held it in 10 quarters. The position peaked at $4.38M in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Jess S. Morgan & Co reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Jess S. Morgan & Co sold 16,814 Salesforce shares in Q2 2022, an estimated $3.57M.
  • Jess S. Morgan & Co first reported a position in Salesforce in Q4 2019 and held it in 10 quarters.
  • Jess S. Morgan & Co's Salesforce position peaked at $4.38M in Q3 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Jess S. Morgan & Co's 13F filing for Q2 2022, filed 18 Jul 2022.