PFS Investments’s Salesforce CRM Stock Holding History

PFS 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
2023 Q2	$7.94M	Buy	37,578 +20,990	+127%	+$4.28M	0.13%	154
2023 Q1	$3.19M	Buy	16,588 +2,017	+14%	+$341K	0.06%	263
2022 Q4	$1.93M	Sell	14,571 -430	-3%	-$62.7K	0.04%	296
2022 Q3	$2.16K	Buy	15,001 +1,103	+8%	+$187K	0.04%	267
2022 Q2	$2.29M	Buy	13,898 +1,007	+8%	+$178K	0.05%	255
2022 Q1	$2.74M	Buy	12,891 +1,357	+12%	+$292K	0.05%	254
2021 Q4	$2.93M	Buy	11,534 +2,104	+22%	+$591K	0.06%	240
2021 Q3	$2.92M	Buy	9,430 +1,517	+19%	+$385K	0.06%	233
2021 Q2	$1.94M	Buy	7,913 +1,124	+17%	+$259K	0.04%	250
2021 Q1	$1.44M	Buy	6,789 +1,253	+23%	+$279K	0.04%	249
2020 Q4	$1.21M	Buy	5,536 +1,386	+33%	+$337K	0.03%	246
2020 Q3	$1.04M	Buy	4,150 +1,054	+34%	+$231K	0.03%	240
2020 Q2	$580K	Buy	3,096 +815	+36%	+$137K	0.02%	232
2020 Q1	$328K	Buy	+2,281	New	+$391K	0.01%	233

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

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

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

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

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

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

PFS Investments's CRM Position: Q2 2023 in Review

PFS Investments increased its Salesforce (CRM) stake by 127% in Q2 2023, buying an estimated $4.28M and bringing the position to 37,578 shares worth $7.94M. The position accounts for 0.13% of the portfolio, ranked #154.

PFS Investments first reported a position in CRM in Q1 2020 and has held it in 14 quarters since. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

PFS Investments held 37,578 shares of Salesforce worth $7.94M as of Q2 2023.
PFS Investments bought 20,990 Salesforce shares in Q2 2023, an estimated $4.28M.
Salesforce made up 0.13% of PFS Investments's portfolio in Q2 2023, its #154 holding.
PFS Investments first reported a position in Salesforce in Q1 2020 and has held it in 14 quarters since.
2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.