New Jersey Better Educational Savings Trust’s Salesforce CRM Stock Holding History

New Jersey Better Educational Savings Trust’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 Q2	–	Sell	-1,656	Closed	-$499K	–	47
2024 Q1	$499K	Hold	1,656	–	–	0.94%	27
2023 Q4	$436K	Hold	1,656	–	–	0.92%	26
2023 Q3	$336K	Hold	1,656	–	–	0.82%	35
2023 Q2	$350K	Hold	1,656	–	–	0.82%	38
2023 Q1	$331K	Hold	1,656	–	–	0.89%	39
2022 Q4	$220K	Hold	1,656	–	–	0.65%	64
2022 Q3	$238K	Hold	1,656	–	–	0.8%	48
2022 Q2	$273K	Hold	1,656	–	–	0.86%	42
2022 Q1	$352K	Hold	1,656	–	–	0.86%	42
2021 Q4	$421K	Hold	1,656	–	–	0.93%	33
2021 Q3	$449K	Hold	1,656	–	–	0.89%	31
2021 Q2	$405K	Hold	1,656	–	–	0.81%	39
2021 Q1	$351K	Sell	1,656 -940	-36%	-$209K	0.77%	47
2020 Q4	$578K	Sell	2,596 -404	-13%	-$98.2K	1.07%	23
2020 Q3	$754K	Hold	3,000	–	–	1.25%	18
2020 Q2	$562K	Hold	3,000	–	–	1.03%	27
2020 Q1	$432K	Hold	3,000	–	–	1.02%	34
2019 Q4	$488K	Hold	3,000	–	–	0.83%	35
2019 Q3	$445K	Buy	3,000 +500	+20%	+$76K	0.62%	34
2019 Q2	$379K	Buy	2,500 +300	+14%	+$47K	0.5%	50
2019 Q1	$348K	Buy	2,200 +200	+10%	+$31K	0.46%	65
2018 Q4	$274K	Buy	+2,000	New	+$275K	0.35%	106
2017 Q1	–	Sell	-8,000	Closed	-$548K	–	175
2016 Q4	$548K	Sell	8,000 -3,000	-27%	-$218K	0.35%	115
2016 Q3	$785K	Buy	+11,000	New	+$858K	0.51%	57

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

New Jersey Better Educational Savings Trust's CRM Position: Q2 2024 in Review

New Jersey Better Educational Savings Trust sold out of Salesforce (CRM) in Q2 2024, closing a stake of 1,656 shares — an estimated $499K sold.

New Jersey Better Educational Savings Trust first reported a position in CRM in Q3 2016 and held it in 24 quarters. The position peaked at $785K in Q3 2016. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

New Jersey Better Educational Savings Trust reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 1,656 Salesforce shares in Q2 2024, an estimated $499K.
New Jersey Better Educational Savings Trust first reported a position in Salesforce in Q3 2016 and held it in 24 quarters.
New Jersey Better Educational Savings Trust's Salesforce position peaked at $785K in Q3 2016.
2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2024, filed 6 Aug 2024.