MFG
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Midwest Financial Group’s Salesforce CRM Stock Holding History

Midwest Financial 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
2023
Q3 		– Sell
-3,939
Closed -$832K – 96
2023
Q2 		$832K Hold
3,939
– – 0.71% 43
2023
Q1 		$787K Buy
+3,939
New +$665K 0.73% 40

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Midwest Financial Group's CRM Position: Q3 2023 in Review

Midwest Financial Group sold out of Salesforce (CRM) in Q3 2023, closing a stake of 3,939 shares — an estimated $832K sold.

Midwest Financial Group first reported a position in CRM in Q1 2023 and held it in 2 quarters. The position peaked at $832K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Midwest Financial Group reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Midwest Financial Group sold 3,939 Salesforce shares in Q3 2023, an estimated $832K.
  • Midwest Financial Group first reported a position in Salesforce in Q1 2023 and held it in 2 quarters.
  • Midwest Financial Group's Salesforce position peaked at $832K in Q2 2023.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Midwest Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.