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Parsec Financial Management’s Salesforce CRM Stock Holding History

Parsec Financial 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
2023
Q1 		$1.01M Buy
5,061
+509
+11% +$86K 0.04% 160
2022
Q4 		$604K Buy
+4,552
New +$664K 0.03% 190
2022
Q3 		– Sell
-2,041
Closed -$337K – 273
2022
Q2 		$337K Sell
2,041
-110
-5% -$19.4K 0.02% 236
2022
Q1 		$457K Sell
2,151
-138
-6% -$29.7K 0.02% 229
2021
Q4 		$582K Hold
2,289
– – 0.02% 205
2021
Q3 		$709K Buy
+2,289
New +$581K 0.03% 183

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Parsec Financial Management's CRM Position: Q1 2023 in Review

Parsec Financial Management increased its Salesforce (CRM) stake by 11% in Q1 2023, buying an estimated $86K and bringing the position to 5,061 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #160.

Parsec Financial Management first reported a position in CRM in Q3 2021 and has held it in 6 quarters since. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Parsec Financial Management held 5,061 shares of Salesforce worth $1.01M as of Q1 2023.
  • Parsec Financial Management bought 509 Salesforce shares in Q1 2023, an estimated $86K.
  • Salesforce made up 0.04% of Parsec Financial Management's portfolio in Q1 2023, its #160 holding.
  • Parsec Financial Management first reported a position in Salesforce in Q3 2021 and has held it in 6 quarters since.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.