Portland Hill Asset Management’s Salesforce CRM Stock Holding History

Portland Hill Asset 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 Q4	–	Sell	-311	Closed	-$63K	–	31
2023 Q3	$63K	Hold	311	–	–	0.16%	29
2023 Q2	$65K	Hold	311	–	–	0.15%	30
2023 Q1	$60K	Hold	311	–	–	0.14%	29
2022 Q4	$41K	Hold	311	–	–	0.11%	33
2022 Q3	$50K	Hold	311	–	–	0.09%	36
2022 Q2	$51K	Hold	311	–	–	0.07%	38
2022 Q1	$66K	Hold	311	–	–	0.06%	37
2021 Q4	$79K	Hold	311	–	–	0.06%	35
2021 Q3	$84K	Hold	311	–	–	0.06%	35
2021 Q2	$76K	Hold	311	–	–	0.04%	33
2021 Q1	$66K	Hold	311	–	–	0.04%	32
2020 Q4	$69K	Buy	+311	New	+$75.6K	0.05%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Portland Hill Asset Management's CRM Position: Q4 2023 in Review

Portland Hill Asset Management sold out of Salesforce (CRM) in Q4 2023, closing a stake of 311 shares — an estimated $63K sold.

Portland Hill Asset Management first reported a position in CRM in Q4 2020 and held it in 12 quarters. The position peaked at $84K in Q3 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

Portland Hill Asset Management reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
Portland Hill Asset Management sold 311 Salesforce shares in Q4 2023, an estimated $63K.
Portland Hill Asset Management first reported a position in Salesforce in Q4 2020 and held it in 12 quarters.
Portland Hill Asset Management's Salesforce position peaked at $84K in Q3 2021.
2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Portland Hill Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.