New Century Advisors’s Salesforce CRM Stock Holding History

New Century 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
2022 Q3	$754K	Hold	5,240	–	–	0.92%	27
2022 Q2	$865K	Hold	5,240	–	–	0.98%	25
2022 Q1	$1.11M	Buy	5,240 +360	+7%	+$77.5K	0.94%	32
2021 Q4	$1.24M	Buy	+4,880	New	+$1.37M	1.18%	30

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Century Advisors's CRM Position: Q3 2022 in Review

New Century Advisors held its Salesforce (CRM) position steady in Q3 2022 at 5,240 shares worth $754K. The position accounts for 0.92% of the portfolio, ranked #27.

New Century Advisors first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

New Century Advisors held 5,240 shares of Salesforce worth $754K as of Q3 2022.
New Century Advisors left its Salesforce share count unchanged in Q3 2022.
Salesforce made up 0.92% of New Century Advisors's portfolio in Q3 2022, its #27 holding.
New Century Advisors first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
New Century Advisors's Salesforce position peaked at $1.24M in Q4 2021.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on New Century Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.