Parkside Investments’s Salesforce CRM Stock Holding History

Parkside Investments’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	–	Sell	-2,500	Closed	-$658K	–	93
2023 Q4	$658K	Buy	+2,500	New	+$566K	0.11%	76
2022 Q4	–	Sell	-6,373	Closed	-$916K	–	93
2022 Q3	$916K	Hold	6,373	–	–	0.2%	64
2022 Q2	$1.05M	Hold	6,373	–	–	0.22%	60
2022 Q1	$1.35M	Buy	+6,373	New	+$1.37M	0.26%	58
2021 Q4	–	Sell	-4,395	Closed	-$1.19M	–	91
2021 Q3	$1.19M	Buy	+4,395	New	+$1.12M	0.25%	59
2019 Q3	–	Sell	-1,500	Closed	-$228K	–	95
2019 Q2	$228K	Hold	1,500	–	–	0.06%	104
2019 Q1	$237K	Sell	1,500 -500	-25%	-$77.5K	0.06%	104
2018 Q4	$273K	Hold	2,000	–	–	0.12%	99
2018 Q3	$318K	Sell	2,000 -2,500	-56%	-$371K	0.15%	76
2018 Q2	$614K	Buy	4,500 +1,500	+50%	+$191K	0.3%	68
2018 Q1	$349K	Buy	3,000 +200	+7%	+$23K	0.18%	83
2017 Q4	$286K	Sell	2,800 -600	-18%	-$61.1K	0.14%	88
2017 Q3	$318K	Buy	+3,400	New	+$313K	0.18%	79

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parkside Investments's CRM Position: Q1 2024 in Review

Parkside Investments sold out of Salesforce (CRM) in Q1 2024, closing a stake of 2,500 shares — an estimated $658K sold.

Parkside Investments first reported a position in CRM in Q3 2017 and held it in 13 quarters. The position peaked at $1.35M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Parkside Investments reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Parkside Investments sold 2,500 Salesforce shares in Q1 2024, an estimated $658K.
Parkside Investments first reported a position in Salesforce in Q3 2017 and held it in 13 quarters.
Parkside Investments's Salesforce position peaked at $1.35M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.