Phocas Financial Corp’s Salesforce CRM Stock Holding History

Phocas Financial Corp’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 Q3	–	Sell	-995	Closed	-$210K	–	178
2023 Q2	$210K	Buy	+995	New	+$203K	0.03%	185
2023 Q1	–	Sell	-960	Closed	-$127K	–	218
2022 Q4	$127K	Buy	+960	New	+$140K	0.02%	202
2022 Q2	–	Sell	-1,255	Closed	-$266K	–	205
2022 Q1	$266K	Sell	1,255 -45	-3%	-$9.69K	0.03%	195
2021 Q4	$330K	Buy	1,300 +210	+19%	+$59K	0.04%	175
2021 Q3	$296K	Buy	+1,090	New	+$277K	0.04%	188
2019 Q1	–	Sell	-70	Closed	-$10K	–	222
2018 Q4	$10K	Buy	+70	New	+$9.63K	﹤0.01%	294

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Phocas Financial Corp's CRM Position: Q3 2023 in Review

Phocas Financial Corp sold out of Salesforce (CRM) in Q3 2023, closing a stake of 995 shares — an estimated $210K sold.

Phocas Financial Corp first reported a position in CRM in Q4 2018 and held it in 6 quarters. The position peaked at $330K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Phocas Financial Corp reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Phocas Financial Corp sold 995 Salesforce shares in Q3 2023, an estimated $210K.
Phocas Financial Corp first reported a position in Salesforce in Q4 2018 and held it in 6 quarters.
Phocas Financial Corp's Salesforce position peaked at $330K in Q4 2021.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Phocas Financial Corp's 13F filing for Q3 2023, filed 10 Oct 2023.