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Mark J. Bradley’s Salesforce CRM Stock Holding History

Mark J. Bradley’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 		$1.88M Sell
8,882
-4,390
-33% -$896K 1.86% 26
2023
Q1 		$2.65M Buy
13,272
+1,760
+15% +$297K 1.92% 24
2022
Q4 		$1.53M Sell
11,512
-230
-2% -$33.6K 1.36% 35
2022
Q3 		$1.69M Buy
11,742
+1,980
+20% +$336K 1.56% 33
2022
Q2 		$1.61M Sell
9,762
-605
-6% -$107K 1.46% 36
2022
Q1 		$2.2M Buy
10,367
+270
+3% +$58.1K 1.57% 33
2021
Q4 		$2.57M Buy
10,097
+1,325
+15% +$372K 1.68% 32
2021
Q3 		$2.38M Buy
8,772
+295
+3% +$74.9K 1.63% 33
2021
Q2 		$2.07M Sell
8,477
-65
-0.8% -$15K 1.38% 38
2021
Q1 		$1.81M Sell
8,542
-76
-0.9% -$16.9K 1.23% 38
2020
Q4 		$1.92M Buy
+8,618
New +$2.1M 1.32% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark J. Bradley's CRM Position: Q2 2023 in Review

Mark J. Bradley reduced its Salesforce (CRM) stake by 33% in Q2 2023, selling an estimated $896K and leaving 8,882 shares worth $1.88M. The position accounts for 1.86% of the portfolio, ranked #26.

Mark J. Bradley first reported a position in CRM in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.65M in Q1 2023. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Mark J. Bradley held 8,882 shares of Salesforce worth $1.88M as of Q2 2023.
  • Mark J. Bradley sold 4,390 Salesforce shares in Q2 2023, an estimated $896K.
  • Salesforce made up 1.86% of Mark J. Bradley's portfolio in Q2 2023, its #26 holding.
  • Mark J. Bradley first reported a position in Salesforce in Q4 2020 and has held it in 11 quarters since.
  • Mark J. Bradley's Salesforce position peaked at $2.65M in Q1 2023.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.