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McCarthy Asset Management’s Salesforce CRM Stock Holding History

McCarthy Asset Management’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
Q2 		– Sell
-69
Closed -$15K – 94
2022
Q1 		$15K Sell
69
-102
-60% -$22K 0.01% 154
2021
Q4 		$43K Hold
171
– – 0.03% 93
2021
Q3 		$46K Buy
171
+102
+148% +$25.9K 0.03% 85
2021
Q2 		$17K Hold
69
– – 0.01% 170
2021
Q1 		$15K Sell
69
-31
-31% -$6.9K 0.01% 163
2020
Q4 		$22K Buy
+100
New +$24.3K 0.02% 137

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McCarthy Asset Management's CRM Position: Q2 2022 in Review

McCarthy Asset Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 69 shares — an estimated $15K sold.

McCarthy Asset Management first reported a position in CRM in Q4 2020 and held it in 6 quarters. The position peaked at $46K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • McCarthy Asset Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 69 Salesforce shares in Q2 2022, an estimated $15K.
  • McCarthy Asset Management first reported a position in Salesforce in Q4 2020 and held it in 6 quarters.
  • McCarthy Asset Management's Salesforce position peaked at $46K in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.