JWBC
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John W. Bristol & Co’s Salesforce CRM Stock Holding History

John W. Bristol & 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
2024
Q1 		– Sell
-249,280
Closed -$65.6M – 61
2023
Q4 		$65.6M Sell
249,280
-12,561
-5% -$2.84M 1.21% 42
2023
Q3 		$53.1M Sell
261,841
-2,089
-0.8% -$451K 1.05% 45
2023
Q2 		$55.8M Sell
263,930
-1,613
-0.6% -$329K 1.06% 43
2023
Q1 		$53.1M Buy
265,543
+459
+0.2% +$77.5K 1.09% 43
2022
Q4 		$35.1M Buy
+265,084
New +$38.7M 0.84% 44

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

John W. Bristol & Co's CRM Position: Q1 2024 in Review

John W. Bristol & Co sold out of Salesforce (CRM) in Q1 2024, closing a stake of 249,280 shares — an estimated $65.6M sold.

John W. Bristol & Co first reported a position in CRM in Q4 2022 and held it in 5 quarters. The position peaked at $65.6M in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • John W. Bristol & Co reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • John W. Bristol & Co sold 249,280 Salesforce shares in Q1 2024, an estimated $65.6M.
  • John W. Bristol & Co first reported a position in Salesforce in Q4 2022 and held it in 5 quarters.
  • John W. Bristol & Co's Salesforce position peaked at $65.6M in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on John W. Bristol & Co's 13F filing for Q1 2024, filed 2 May 2024.