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Kore Private Wealth’s Salesforce CRM Stock Holding History

Kore Private Wealth’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 		$256K Buy
1,777
+322
+22% +$54.6K 0.05% 209
2022
Q2 		$240K Buy
1,455
+19
+1% +$3.36K 0.04% 247
2022
Q1 		$305K Buy
1,436
+628
+78% +$135K 0.04% 239
2021
Q4 		$205K Sell
808
-2,363
-75% -$664K 0.03% 285
2021
Q3 		$860K Buy
3,171
+740
+30% +$188K 0.09% 169
2021
Q2 		$594K Buy
2,431
+200
+9% +$46.1K 0.07% 197
2021
Q1 		$473K Buy
2,231
+147
+7% +$32.7K 0.06% 199
2020
Q4 		$464K Buy
2,084
+1,010
+94% +$246K 0.07% 177
2020
Q3 		$270K Buy
1,074
+108
+11% +$23.6K 0.05% 208
2020
Q2 		$180K Sell
966
-356
-27% -$60K 0.04% 251
2020
Q1 		$190K Sell
1,322
-332
-20% -$56.9K 0.05% 213
2019
Q4 		$269K Buy
+1,654
New +$259K 0.05% 209
2019
Q2 		– Sell
-840
Closed -$133K – 348
2019
Q1 		$133K Sell
840
-2,493
-75% -$386K 0.03% 252
2018
Q4 		$457K Buy
+3,333
New +$458K 0.13% 129

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kore Private Wealth's CRM Position: Q3 2022 in Review

Kore Private Wealth increased its Salesforce (CRM) stake by 22% in Q3 2022, buying an estimated $54.6K and bringing the position to 1,777 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #209.

Kore Private Wealth first reported a position in CRM in Q4 2018 and has held it in 14 quarters since. The position peaked at $860K in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Kore Private Wealth held 1,777 shares of Salesforce worth $256K as of Q3 2022.
  • Kore Private Wealth bought 322 Salesforce shares in Q3 2022, an estimated $54.6K.
  • Salesforce made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #209 holding.
  • Kore Private Wealth first reported a position in Salesforce in Q4 2018 and has held it in 14 quarters since.
  • Kore Private Wealth's Salesforce position peaked at $860K in Q3 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.