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Piershale Financial Group’s Salesforce CRM Stock Holding History

Piershale Financial Group’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 		$15.8K Hold
75
– – 0.01% 88
2023
Q1 		$15K Hold
75
– – 0.01% 85
2022
Q4 		$9.94K Buy
+75
New +$10.9K 0.01% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piershale Financial Group's CRM Position: Q2 2023 in Review

Piershale Financial Group held its Salesforce (CRM) position steady in Q2 2023 at 75 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #88.

Piershale Financial Group first reported a position in CRM in Q4 2022 and has held it in 3 quarters since. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Piershale Financial Group held 75 shares of Salesforce worth $15.8K as of Q2 2023.
  • Piershale Financial Group left its Salesforce share count unchanged in Q2 2023.
  • Salesforce made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #88 holding.
  • Piershale Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 3 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.