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NuWave Investment Management’s Salesforce CRM Stock Holding History

NuWave Investment 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
2022
Q3 		$123K Buy
+853
New +$145K 0.14% 191
2022
Q2 		– Sell
-259
Closed -$55K – 273
2022
Q1 		$55K Sell
259
-1,020
-80% -$220K 0.07% 218
2021
Q4 		$325K Buy
+1,279
New +$359K 0.37% 103
2021
Q2 		– Sell
-881
Closed -$187K – 344
2021
Q1 		$187K Sell
881
-3,068
-78% -$683K 0.24% 143
2020
Q4 		$879K Buy
3,949
+3,262
+475% +$793K 1.15% 17
2020
Q3 		$172K Buy
687
+382
+125% +$83.6K 0.26% 124
2020
Q2 		$53K Sell
305
-656
-68% -$111K 0.07% 190
2020
Q1 		$138K Buy
961
+596
+163% +$102K 0.3% 81
2019
Q4 		$59K Sell
365
-738
-67% -$116K 0.06% 245
2019
Q3 		$163K Sell
1,103
-566
-34% -$86K 0.16% 165
2019
Q2 		$253K Buy
1,669
+1,369
+456% +$215K 0.27% 115
2019
Q1 		$48K Buy
300
+288
+2,400% +$44.6K 0.06% 222
2018
Q4 		$2K Sell
12
-117
-91% -$16.1K ﹤0.01% 349
2018
Q3 		$20K Sell
129
-3,855
-97% -$572K 0.03% 224
2018
Q2 		$543K Buy
+3,984
New +$508K 0.71% 59
2018
Q1 		– Sell
-5,860
Closed -$599K – 259
2017
Q4 		$599K Buy
+5,860
New +$597K 0.7% 54
2014
Q3 		– Sell
-126
Closed -$7K – 296
2014
Q2 		$7K Sell
126
-1,057
-89% -$57.1K 0.02% 264
2014
Q1 		$67K Buy
1,183
+999
+543% +$59.7K 0.2% 151
2013
Q4 		$10K Sell
184
-11
-6% -$588 0.01% 232
2013
Q3 		$10K Buy
195
+19
+11% +$862 0.01% 252
2013
Q2 		$7K Buy
+176
New +$7.26K 0.01% 272

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NuWave Investment Management's CRM Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Salesforce (CRM) in Q3 2022: 853 shares worth $123K. The stake represents 0.14% of the portfolio and ranks #191 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in CRM as recently as Q1 2022.

NuWave Investment Management first reported a position in CRM in Q2 2013 and has held it in 21 quarters since. The position peaked at $879K in Q4 2020. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • NuWave Investment Management held 853 shares of Salesforce worth $123K as of Q3 2022.
  • Salesforce was a new NuWave Investment Management position in Q3 2022.
  • Salesforce made up 0.14% of NuWave Investment Management's portfolio in Q3 2022, its #191 holding.
  • NuWave Investment Management first reported a position in Salesforce in Q2 2013 and has held it in 21 quarters since.
  • NuWave Investment Management's Salesforce position peaked at $879K in Q4 2020.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.