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Kelly Financial Services’s Salesforce CRM Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-67
Closed -$17.2K – 232
2024
Q2 		$17.2K Sell
67
-22
-25% -$5.89K 0.01% 349
2024
Q1 		$26.8K Buy
89
+2
+2% +$577 0.01% 289
2023
Q4 		$22.9K Sell
87
-2
-2% -$453 0.01% 294
2023
Q3 		$18K Buy
89
+42
+89% +$9.07K 0.01% 295
2023
Q2 		$9.93K Sell
47
-3
-6% -$612 ﹤0.01% 365
2023
Q1 		$9.99K Sell
50
-29
-37% -$4.9K 0.01% 354
2022
Q4 		$10.5K Hold
79
– – 0.01% 326
2022
Q3 		$11.4K Hold
79
– – 0.01% 313
2022
Q2 		$13K Hold
79
– – 0.01% 295
2022
Q1 		$16.8K Hold
79
– – 0.01% 286
2021
Q4 		$20.1K Buy
79
+14
+22% +$3.93K 0.01% 271
2021
Q3 		$17.6K Sell
65
-9,462
-99% -$2.4M 0.01% 273
2021
Q2 		$39K Buy
9,527
+9,360
+5,605% +$2.16M ﹤0.01% 482
2021
Q1 		$35.4K Buy
167
+128
+328% +$28.5K 0.02% 162
2020
Q4 		$8.68K Sell
39
-35
-47% -$8.51K 0.01% 294
2020
Q3 		$18.6K Hold
74
– – 0.01% 184
2020
Q2 		$13.9K Sell
74
-25
-25% -$4.21K 0.01% 199
2020
Q1 		$14.3K Sell
99
-109
-52% -$18.7K 0.02% 177
2019
Q4 		$33.8K Hold
208
– – 0.03% 113
2019
Q3 		$30.9K Buy
208
+37
+22% +$5.62K 0.03% 117
2019
Q2 		$25.9K Buy
171
+21
+14% +$3.29K 0.02% 131
2019
Q1 		$23.8K Buy
+150
New +$23.3K 0.03% 136

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kelly Financial Services's CRM Position: Q3 2024 in Review

Kelly Financial Services sold out of Salesforce (CRM) in Q3 2024, closing a stake of 67 shares — an estimated $17.2K sold.

Kelly Financial Services first reported a position in CRM in Q1 2019 and held it in 22 quarters. The position peaked at $39K in Q2 2021. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Kelly Financial Services reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 67 Salesforce shares in Q3 2024, an estimated $17.2K.
  • Kelly Financial Services first reported a position in Salesforce in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Salesforce position peaked at $39K in Q2 2021.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.