KIG
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Kowal Investment Group’s Salesforce CRM Stock Holding History

Kowal Investment Group’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 		$485K Buy
1,772
+936
+112% +$240K 0.09% 120
2024
Q2 		$215K Buy
+836
New +$224K 0.04% 170
2021
Q4 		– Sell
-498
Closed -$135K – 294
2021
Q3 		$135K Buy
+498
New +$126K 0.04% 126

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

Kowal Investment Group's CRM Position: Q3 2024 in Review

Kowal Investment Group increased its Salesforce (CRM) stake by 112% in Q3 2024, buying an estimated $240K and bringing the position to 1,772 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #120.

Kowal Investment Group first reported a position in CRM in Q3 2021 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Kowal Investment Group held 1,772 shares of Salesforce worth $485K as of Q3 2024.
  • Kowal Investment Group bought 936 Salesforce shares in Q3 2024, an estimated $240K.
  • Salesforce made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #120 holding.
  • Kowal Investment Group first reported a position in Salesforce in Q3 2021 and has held it in 3 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.