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Northwest Investment Counselors’s Salesforce CRM Stock Holding History

Northwest Investment Counselors’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 		$81.6K Buy
+298
New +$76.3K 0.02% 198
2024
Q2 		– Sell
-362
Closed -$109K – 214
2024
Q1 		$109K Buy
+362
New +$104K 0.03% 180
2023
Q4 		– Sell
-141
Closed -$28.6K – 212
2023
Q3 		$28.6K Hold
141
– – 0.01% 275
2023
Q2 		$29.8K Buy
141
+2
+1% +$408 0.01% 285
2023
Q1 		$27.8K Hold
139
– – 0.01% 294
2022
Q4 		$18.4K Hold
139
– – 0.01% 341
2022
Q3 		$20K Sell
139
-46
-25% -$7.8K 0.01% 302
2022
Q2 		$31K Hold
185
– – 0.01% 259
2022
Q1 		$39K Buy
185
+46
+33% +$9.9K 0.01% 258
2021
Q4 		$35K Buy
+139
New +$39.1K 0.01% 261
2021
Q2 		– Sell
-139
Closed -$29K – 201
2021
Q1 		$29K Buy
+139
New +$30.9K 0.01% 268
2020
Q4 		– Sell
-139
Closed -$35K – 198
2020
Q3 		$35K Buy
+139
New +$30.4K 0.01% 229
2019
Q4 		– Sell
-139
Closed -$21K – 218
2019
Q3 		$21K Buy
+139
New +$21.1K 0.01% 285

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
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 $295B AUM 31.6% 1-Year Est. Return

Northwest Investment Counselors's CRM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Salesforce (CRM) in Q3 2024: 298 shares worth $81.6K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in CRM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in CRM in Q3 2019 and has held it in 13 quarters since. The position peaked at $109K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Northwest Investment Counselors held 298 shares of Salesforce worth $81.6K as of Q3 2024.
  • Salesforce was a new Northwest Investment Counselors position in Q3 2024.
  • Salesforce made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #198 holding.
  • Northwest Investment Counselors first reported a position in Salesforce in Q3 2019 and has held it in 13 quarters since.
  • Northwest Investment Counselors's Salesforce position peaked at $109K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.