Mill Creek Capital Advisors’s Salesforce CRM Stock Holding History

Mill Creek Capital Advisors’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
2024 Q3	–	Sell	-2,839	Closed	-$730K	–	254
2024 Q2	$730K	Buy	2,839 +240	+9%	+$64.2K	0.02%	139
2024 Q1	$783K	Buy	2,599 +13	+0.5%	+$3.75K	0.02%	122
2023 Q4	$680K	Buy	+2,586	New	+$585K	0.02%	130
2023 Q3	–	Sell	-1,463	Closed	-$309K	–	230
2023 Q2	$309K	Buy	+1,463	New	+$299K	0.01%	190

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mill Creek Capital Advisors's CRM Position: Q3 2024 in Review

Mill Creek Capital Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,839 shares — an estimated $730K sold.

Mill Creek Capital Advisors first reported a position in CRM in Q2 2023 and held it in 4 quarters. The position peaked at $783K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Mill Creek Capital Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Mill Creek Capital Advisors sold 2,839 Salesforce shares in Q3 2024, an estimated $730K.
Mill Creek Capital Advisors first reported a position in Salesforce in Q2 2023 and held it in 4 quarters.
Mill Creek Capital Advisors's Salesforce position peaked at $783K in Q1 2024.
2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.