Orser Capital Management’s Salesforce CRM Stock Holding History

Orser 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
2022 Q2	–	Sell	-980	Closed	-$208K	–	52
2022 Q1	$208K	Buy	+980	New	+$211K	0.13%	84

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Orser Capital Management's CRM Position: Q2 2022 in Review

Orser Capital Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 980 shares — an estimated $208K sold.

Orser Capital Management first reported a position in CRM in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Orser Capital Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Orser Capital Management sold 980 Salesforce shares in Q2 2022, an estimated $208K.
Orser Capital Management first reported a position in Salesforce in Q1 2022 and held it in 1 quarter.
Orser Capital Management's Salesforce position peaked at $208K in Q1 2022.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Orser Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.