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Nalls Sherbakoff Group’s Salesforce CRM Stock Holding History

Nalls Sherbakoff 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
Q4 		$1.32K Sell
5
-4
-44% -$905 ﹤0.01% 378
2023
Q3 		$1.83K Hold
9
– – ﹤0.01% 355
2023
Q2 		$2.01K Sell
9
-15
-63% -$3.06K ﹤0.01% 359
2023
Q1 		$4.72K Buy
+24
New +$4.05K ﹤0.01% 308

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nalls Sherbakoff Group's CRM Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Salesforce (CRM) stake by 44% in Q4 2023, selling an estimated $905 and leaving 5 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Nalls Sherbakoff Group first reported a position in CRM in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.72K in Q1 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Nalls Sherbakoff Group held 5 shares of Salesforce worth $1.32K as of Q4 2023.
  • Nalls Sherbakoff Group sold 4 Salesforce shares in Q4 2023, an estimated $905.
  • Salesforce made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #378 holding.
  • Nalls Sherbakoff Group first reported a position in Salesforce in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Salesforce position peaked at $4.72K in Q1 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.