O'Dell Group’s Salesforce CRM Stock Holding History

O'Dell Group’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 Q4	–	Sell	-42	Closed	-$6K	–	139
2022 Q3	$6K	Buy	+42	New	+$7.12K	﹤0.01%	320
2022 Q2	–	Sell	-60	Closed	-$13K	–	478
2022 Q1	$13K	Buy	+60	New	+$12.9K	﹤0.01%	297

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

O'Dell Group's CRM Position: Q4 2022 in Review

O'Dell Group sold out of Salesforce (CRM) in Q4 2022, closing a stake of 42 shares — an estimated $6K sold.

O'Dell Group first reported a position in CRM in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

O'Dell Group reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 42 Salesforce shares in Q4 2022, an estimated $6K.
O'Dell Group first reported a position in Salesforce in Q1 2022 and held it in 2 quarters.
O'Dell Group's Salesforce position peaked at $13K in Q1 2022.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.