JP Morgan Private Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $115M | Buy |
+564,754
| New | +$122M | 0.33% | 75 |
|
|
2023
Q2 | – | Sell |
-744,071
| Closed | -$149M | – | 1565 |
|
|
2023
Q1 | $149M | Sell |
744,071
-7,923
| -1% | -$1.34M | 0.32% | 78 |
|
|
2022
Q4 | $99.7M | Sell |
751,994
-489,658
| -39% | -$71.5M | 0.22% | 108 |
|
|
2022
Q3 | $179M | Buy |
1,241,652
+137,349
| +12% | +$23.3M | 0.47% | 55 |
|
|
2022
Q2 | $182M | Sell |
1,104,303
-59,369
| -5% | -$10.5M | 0.47% | 58 |
|
|
2022
Q1 | $247M | Buy |
1,163,672
+127,248
| +12% | +$27.4M | 0.54% | 43 |
|
|
2021
Q4 | $263M | Buy |
1,036,424
+51,519
| +5% | +$14.5M | 0.57% | 37 |
|
|
2021
Q3 | $267M | Buy |
984,905
+104,345
| +12% | +$26.5M | 0.65% | 29 |
|
|
2021
Q2 | $215M | Buy |
880,560
+194,396
| +28% | +$44.8M | 0.56% | 36 |
|
|
2021
Q1 | $145M | Buy |
686,164
+38,490
| +6% | +$8.57M | 0.47% | 52 |
|
|
2020
Q4 | $144M | Buy |
647,674
+86,591
| +15% | +$21.1M | 0.47% | 51 |
|
|
2020
Q3 | $141M | Buy |
561,083
+34,991
| +7% | +$7.66M | 0.55% | 43 |
|
|
2020
Q2 | $98.6M | Buy |
526,092
+72,077
| +16% | +$12.1M | 0.45% | 60 |
|
|
2020
Q1 | $65.4M | Buy |
454,015
+97,346
| +27% | +$16.7M | 0.37% | 72 |
|
|
2019
Q4 | $58M | Buy |
356,669
+47,896
| +16% | +$7.51M | 0.26% | 102 |
|
|
2019
Q3 | $45.8M | Sell |
308,773
-8,667
| -3% | -$1.32M | 0.24% | 107 |
|
|
2019
Q2 | $48.2M | Sell |
317,440
-38,260
| -11% | -$6M | 0.26% | 99 |
|
|
2019
Q1 | $56.3M | Buy |
355,700
+69,918
| +24% | +$10.8M | 0.29% | 83 |
|
|
2018
Q4 | $39.1M | Buy |
285,782
+63,164
| +28% | +$8.69M | 0.24% | 101 |
|
|
2018
Q3 | $35.4M | Buy |
222,618
+19,458
| +10% | +$2.89M | 0.17% | 136 |
|
|
2018
Q2 | $27.7M | Buy |
203,160
+53,564
| +36% | +$6.83M | 0.16% | 145 |
|
|
2018
Q1 | $17.4M | Buy |
149,596
+21,200
| +17% | +$2.43M | 0.12% | 168 |
|
|
2017
Q4 | $13.1M | Buy |
128,396
+22,241
| +21% | +$2.27M | 0.09% | 207 |
|
|
2017
Q3 | $9.92M | Buy |
106,155
+959
| +0.9% | +$88.2K | 0.07% | 226 |
|
|
2017
Q2 | $9.11M | Sell |
105,196
-4,296
| -4% | -$374K | 0.07% | 228 |
|
|
2017
Q1 | $9.03M | Sell |
109,492
-124,184
| -53% | -$9.92M | 0.07% | 230 |
|
|
2016
Q4 | $16M | Sell |
233,676
-35,724
| -13% | -$2.59M | 0.14% | 153 |
|
|
2016
Q3 | $19.2M | Buy |
269,400
+1,667
| +0.6% | +$130K | 0.18% | 133 |
|
|
2016
Q2 | $21.3M | Sell |
267,733
-17,693
| -6% | -$1.39M | 0.21% | 120 |
|
|
2016
Q1 | $21.1M | Buy |
285,426
+27,271
| +11% | +$1.88M | 0.2% | 114 |
|
|
2015
Q4 | $20.2M | Buy |
258,155
+7,019
| +3% | +$548K | 0.21% | 120 |
|
|
2015
Q3 | $17.4M | Buy |
251,136
+12,172
| +5% | +$863K | 0.22% | 116 |
|
|
2015
Q2 | $16.6M | Sell |
238,964
-1,815
| -0.8% | -$129K | 0.19% | 134 |
|
|
2015
Q1 | $16.1M | Buy |
240,779
+16,081
| +7% | +$997K | 0.18% | 133 |
|
|
2014
Q4 | $13.3M | Buy |
224,698
+27,374
| +14% | +$1.61M | 0.16% | 143 |
|
|
2014
Q3 | $11.4M | Buy |
197,324
+57,992
| +42% | +$3.27M | 0.15% | 158 |
|
|
2014
Q2 | $8.09M | Buy |
139,332
+4,841
| +4% | +$261K | 0.14% | 161 |
|
|
2014
Q1 | $7.68M | Buy |
134,491
+22,057
| +20% | +$1.32M | 0.14% | 165 |
|
|
2013
Q4 | $6.21M | Buy |
112,434
+19,001
| +20% | +$1.02M | 0.12% | 171 |
|
|
2013
Q3 | $4.85M | Buy |
93,433
+56,514
| +153% | +$2.57M | 0.11% | 183 |
|
|
2013
Q2 | $1.41M | Buy |
+36,919
| New | +$1.52M | 0.03% | 280 |
|
Other funds holding CRM
JP Morgan Private Wealth Advisors's CRM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Salesforce (CRM) in Q3 2023: 564,754 shares worth $115M. The stake represents 0.33% of the portfolio and ranks #75 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CRM as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in CRM in Q2 2013 and has held it in 41 quarters since. The position peaked at $267M in Q3 2021. 2,287 funds tracked by Wall St. Rank hold CRM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 564,754 shares of Salesforce worth $115M as of Q3 2023.
- Salesforce was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Salesforce made up 0.33% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #75 holding.
- JP Morgan Private Wealth Advisors first reported a position in Salesforce in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Salesforce position peaked at $267M in Q3 2021.
- 2,287 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.