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Pekin Hardy Strauss’s Salesforce CRM Stock Holding History

Pekin Hardy Strauss’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
-2,324
Closed -$334K – 318
2022
Q3 		$334K Buy
2,324
+535
+30% +$90.7K 0.05% 224
2022
Q2 		$295K Sell
1,789
-603
-25% -$107K 0.04% 244
2022
Q1 		$508K Buy
2,392
+1,192
+99% +$257K 0.06% 219
2021
Q4 		$305K Sell
1,200
-385
-24% -$108K 0.04% 271
2021
Q3 		$430K Buy
1,585
+300
+23% +$76.2K 0.06% 237
2021
Q2 		$314K Hold
1,285
– – 0.04% 254
2021
Q1 		$272K Buy
1,285
+150
+13% +$33.4K 0.04% 250
2020
Q4 		$253K Hold
1,135
– – 0.04% 237
2020
Q3 		$285K Hold
1,135
– – 0.06% 195
2020
Q2 		$213K Buy
+1,135
New +$191K 0.05% 193

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pekin Hardy Strauss's CRM Position: Q4 2022 in Review

Pekin Hardy Strauss sold out of Salesforce (CRM) in Q4 2022, closing a stake of 2,324 shares — an estimated $334K sold.

Pekin Hardy Strauss first reported a position in CRM in Q2 2020 and held it in 10 quarters. The position peaked at $508K in Q1 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Pekin Hardy Strauss reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Pekin Hardy Strauss sold 2,324 Salesforce shares in Q4 2022, an estimated $334K.
  • Pekin Hardy Strauss first reported a position in Salesforce in Q2 2020 and held it in 10 quarters.
  • Pekin Hardy Strauss's Salesforce position peaked at $508K in Q1 2022.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Pekin Hardy Strauss's 13F filing for Q4 2022, filed 13 Feb 2023.