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Objective Capital Management’s Salesforce CRM Stock Holding History

Objective Capital 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
2024
Q1 		$312K Buy
1,035
+100
+11% +$28.9K 0.21% 98
2023
Q4 		$246K Buy
+935
New +$212K 0.19% 100

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Objective Capital Management's CRM Position: Q1 2024 in Review

Objective Capital Management increased its Salesforce (CRM) stake by 11% in Q1 2024, buying an estimated $28.9K and bringing the position to 1,035 shares worth $312K. The position accounts for 0.21% of the portfolio, ranked #98.

Objective Capital Management first reported a position in CRM in Q4 2023 and has held it in 2 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Objective Capital Management held 1,035 shares of Salesforce worth $312K as of Q1 2024.
  • Objective Capital Management bought 100 Salesforce shares in Q1 2024, an estimated $28.9K.
  • Salesforce made up 0.21% of Objective Capital Management's portfolio in Q1 2024, its #98 holding.
  • Objective Capital Management first reported a position in Salesforce in Q4 2023 and has held it in 2 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Objective Capital Management's 13F filing for Q1 2024, filed 5 Jun 2024.