KB Financial Partners’s Salesforce CRM Stock Holding History

KB Financial Partners’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	$125K	Sell	616 -29	-4%	-$6.27K	0.04%	179
2023 Q2	$136K	Buy	645 +578	+863%	+$118K	0.04%	184
2023 Q1	$13K	Buy	+67	New	+$11.3K	﹤0.01%	373
2022 Q4	–	Sell	-10	Closed	-$1K	–	589
2022 Q3	$1K	Sell	10 -308	-97%	-$52.2K	﹤0.01%	552
2022 Q2	$52K	Sell	318 -350	-52%	-$61.8K	0.02%	244
2022 Q1	$142K	Sell	668 -24	-3%	-$5.17K	0.04%	198
2021 Q4	$176K	Sell	692 -138	-17%	-$38.8K	0.05%	191
2021 Q3	$225K	Buy	830 +431	+108%	+$109K	0.08%	148
2021 Q2	$97K	Sell	399 -34	-8%	-$7.84K	0.04%	207
2021 Q1	$92K	Buy	+433	New	+$96.4K	0.04%	212

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

KB Financial Partners's CRM Position: Q3 2023 in Review

KB Financial Partners reduced its Salesforce (CRM) stake by 4.5% in Q3 2023, selling an estimated $6.27K and leaving 616 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #179.

KB Financial Partners first reported a position in CRM in Q1 2021 and has held it in 10 quarters since. The position peaked at $225K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

KB Financial Partners held 616 shares of Salesforce worth $125K as of Q3 2023.
KB Financial Partners sold 29 Salesforce shares in Q3 2023, an estimated $6.27K.
Salesforce made up 0.04% of KB Financial Partners's portfolio in Q3 2023, its #179 holding.
KB Financial Partners first reported a position in Salesforce in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Salesforce position peaked at $225K in Q3 2021.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.