Johnson Midwest Financial’s Salesforce CRM Stock Holding History

Johnson Midwest Financial’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 Q3	$12.2K	Sell	60 -20	-25%	-$4.32K	0.03%	185
2023 Q2	$16.9K	Hold	80	–	–	0.02%	165
2023 Q1	$16K	Hold	80	–	–	0.02%	164
2022 Q4	$11K	Buy	80 +60	+300%	+$8.76K	0.04%	187
2022 Q3	$3	Hold	20	–	–	0.01%	268
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	246
2022 Q1	$4K	Sell	20 -5	-20%	-$1.08K	0.01%	211
2021 Q4	$6K	Buy	25 +20	+400%	+$5.62K	﹤0.01%	205
2021 Q3	$1K	Buy	+5	New	+$1.27K	﹤0.01%	291

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Johnson Midwest Financial's CRM Position: Q3 2023 in Review

Johnson Midwest Financial reduced its Salesforce (CRM) stake by 25% in Q3 2023, selling an estimated $4.32K and leaving 60 shares worth $12.2K. The position accounts for 0.03% of the portfolio, ranked #185.

Johnson Midwest Financial first reported a position in CRM in Q3 2021 and has held it in 9 quarters since. The position peaked at $16.9K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Johnson Midwest Financial held 60 shares of Salesforce worth $12.2K as of Q3 2023.
Johnson Midwest Financial sold 20 Salesforce shares in Q3 2023, an estimated $4.32K.
Salesforce made up 0.03% of Johnson Midwest Financial's portfolio in Q3 2023, its #185 holding.
Johnson Midwest Financial first reported a position in Salesforce in Q3 2021 and has held it in 9 quarters since.
Johnson Midwest Financial's Salesforce position peaked at $16.9K in Q2 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.