KCIA
CRM icon

Kingsbury Capital Investment Advisors’s Salesforce CRM Stock Holding History

Kingsbury Capital Investment Advisors’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
2022
Q3 		$336K Hold
2,334
– – 0.51% 43
2022
Q2 		$385K Buy
2,334
+15
+0.6% +$2.65K 0.53% 47
2022
Q1 		$492K Buy
+2,319
New +$499K 0.54% 39

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kingsbury Capital Investment Advisors's CRM Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors held its Salesforce (CRM) position steady in Q3 2022 at 2,334 shares worth $336K. The position accounts for 0.51% of the portfolio, ranked #43.

Kingsbury Capital Investment Advisors first reported a position in CRM in Q1 2022 and has held it in 3 quarters since. The position peaked at $492K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 2,334 shares of Salesforce worth $336K as of Q3 2022.
  • Kingsbury Capital Investment Advisors left its Salesforce share count unchanged in Q3 2022.
  • Salesforce made up 0.51% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #43 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Salesforce in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Salesforce position peaked at $492K in Q1 2022.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.