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Naples Money Management’s Salesforce CRM Stock Holding History

Naples Money 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
2024
Q3 		$16.4K Sell
60
-3
-5% -$768 0.01% 144
2024
Q2 		$16.1K Hold
63
– – 0.01% 139
2024
Q1 		$19K Hold
63
– – 0.02% 141
2023
Q4 		$16.6K Buy
+63
New +$14.3K 0.02% 153

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $336B AUM 34.66% 1-Year Est. Return

Naples Money Management's CRM Position: Q3 2024 in Review

Naples Money Management reduced its Salesforce (CRM) stake by 4.8% in Q3 2024, selling an estimated $768 and leaving 60 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #144.

Naples Money Management first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $19K in Q1 2024. 2,649 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Naples Money Management held 60 shares of Salesforce worth $16.4K as of Q3 2024.
  • Naples Money Management sold 3 Salesforce shares in Q3 2024, an estimated $768.
  • Salesforce made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #144 holding.
  • Naples Money Management first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Salesforce position peaked at $19K in Q1 2024.
  • 2,649 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.