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Madden Securities’s Salesforce CRM Stock Holding History

Madden Securities’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
Q1 		– Sell
-161
Closed -$21.3K – 148
2022
Q4 		$21.3K Buy
+161
New +$23.5K 0.01% 268
2022
Q2 		– Sell
-6,821
Closed -$1.45M – 109
2022
Q1 		$1.45M Sell
6,821
-845
-11% -$182K 0.65% 40
2021
Q4 		$1.95M Buy
7,666
+473
+7% +$133K 0.91% 37
2021
Q3 		$1.95M Sell
7,193
-2,185
-23% -$555K 1.06% 35
2021
Q2 		$2.29M Sell
9,378
-980
-9% -$226K 1.2% 25
2021
Q1 		$2.19M Buy
10,358
+600
+6% +$134K 1.28% 25
2020
Q4 		$2.17M Buy
9,758
+4,150
+74% +$1.01M 1.4% 17
2020
Q3 		$1.41M Sell
5,608
-1,905
-25% -$417K 1.05% 28
2020
Q2 		$1.41M Buy
+7,513
New +$1.27M 1.25% 24
2019
Q4 		$504K Buy
+3,095
New +$485K 0.51% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Madden Securities's CRM Position: Q1 2023 in Review

Madden Securities sold out of Salesforce (CRM) in Q1 2023, closing a stake of 161 shares — an estimated $21.3K sold.

Madden Securities first reported a position in CRM in Q4 2019 and held it in 10 quarters. The position peaked at $2.29M in Q2 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Madden Securities reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 161 Salesforce shares in Q1 2023, an estimated $21.3K.
  • Madden Securities first reported a position in Salesforce in Q4 2019 and held it in 10 quarters.
  • Madden Securities's Salesforce position peaked at $2.29M in Q2 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.