NFAM
CRM icon

North Fourth Asset Management’s Salesforce CRM Stock Holding History

North Fourth Asset 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
2023
Q3 		$608K Buy
+3,000
New +$648K 0.37% 37
2018
Q2 		– Sell
-30,000
Closed -$3.49M – 73
2018
Q1 		$3.49M Buy
+30,000
New +$3.45M 0.88% 38

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

North Fourth Asset Management's CRM Position: Q3 2023 in Review

North Fourth Asset Management opened a new position in Salesforce (CRM) in Q3 2023: 3,000 shares worth $608K. The stake represents 0.37% of the portfolio and ranks #37 among its holdings. This is a return to the name: North Fourth Asset Management previously reported a position in CRM as recently as Q1 2018.

North Fourth Asset Management first reported a position in CRM in Q1 2018 and has held it in 2 quarters since. The position peaked at $3.49M in Q1 2018. 2,287 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • North Fourth Asset Management held 3,000 shares of Salesforce worth $608K as of Q3 2023.
  • Salesforce was a new North Fourth Asset Management position in Q3 2023.
  • Salesforce made up 0.37% of North Fourth Asset Management's portfolio in Q3 2023, its #37 holding.
  • North Fourth Asset Management first reported a position in Salesforce in Q1 2018 and has held it in 2 quarters since.
  • North Fourth Asset Management's Salesforce position peaked at $3.49M in Q1 2018.
  • 2,287 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on North Fourth Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.