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JTC Employer Solutions Trustee’s Salesforce CRM Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		– Sell
-4,665
Closed -$619K – 378
2022
Q4 		$619K Hold
4,665
– – 0.05% 72
2022
Q3 		$1.05M Hold
4,665
– – 0.18% 46
2022
Q2 		$1.05M Hold
4,665
– – 0.14% 43
2022
Q1 		$1.05M Buy
+4,665
New +$1M 0.12% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JTC Employer Solutions Trustee's CRM Position: Q1 2023 in Review

JTC Employer Solutions Trustee sold out of Salesforce (CRM) in Q1 2023, closing a stake of 4,665 shares — an estimated $619K sold.

JTC Employer Solutions Trustee first reported a position in CRM in Q1 2022 and held it in 4 quarters. The position peaked at $1.05M in Q3 2022. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • JTC Employer Solutions Trustee reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 4,665 Salesforce shares in Q1 2023, an estimated $619K.
  • JTC Employer Solutions Trustee first reported a position in Salesforce in Q1 2022 and held it in 4 quarters.
  • JTC Employer Solutions Trustee's Salesforce position peaked at $1.05M in Q3 2022.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2023, filed 26 Apr 2023.