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CRM icon

Leo Brokerage’s Salesforce CRM Stock Holding History

Leo Brokerage’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
Q2 		$666K Sell
3,154
-727
-19% -$148K 0.08% 155
2023
Q1 		$775K Buy
+3,881
New +$656K 0.12% 135
2022
Q2 		$464K Sell
2,813
-528
-16% -$93.3K 0.13% 107
2022
Q1 		$710K Buy
+3,341
New +$719K 0.11% 120
2021
Q3 		$995K Buy
3,667
+10
+0.3% +$2.54K 0.18% 62
2021
Q2 		$893K Sell
3,657
-86
-2% -$19.8K 0.18% 73
2021
Q1 		$793K Buy
3,743
+300
+9% +$66.8K 0.22% 72
2020
Q4 		$766K Buy
3,443
+214
+7% +$52K 0.25% 66
2020
Q3 		$605K Buy
+3,229
New +$707K 0.25% 59

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Brokerage's CRM Position: Q2 2023 in Review

Leo Brokerage reduced its Salesforce (CRM) stake by 19% in Q2 2023, selling an estimated $148K and leaving 3,154 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #155.

Leo Brokerage first reported a position in CRM in Q3 2020 and has held it in 9 quarters since. The position peaked at $995K in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Leo Brokerage held 3,154 shares of Salesforce worth $666K as of Q2 2023.
  • Leo Brokerage sold 727 Salesforce shares in Q2 2023, an estimated $148K.
  • Salesforce made up 0.08% of Leo Brokerage's portfolio in Q2 2023, its #155 holding.
  • Leo Brokerage first reported a position in Salesforce in Q3 2020 and has held it in 9 quarters since.
  • Leo Brokerage's Salesforce position peaked at $995K in Q3 2021.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.