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Private Asset Management’s Salesforce CRM Stock Holding History

Private 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
Q3 		$4.67M Sell
23,042
-8,538
-27% -$1.84M 1.1% 24
2023
Q2 		$6.67M Sell
31,580
-10,699
-25% -$2.18M 1.28% 21
2023
Q1 		$8.45M Sell
42,279
-4,441
-10% -$750K 1.39% 22
2022
Q4 		$6.2M Sell
46,720
-1,745
-4% -$255K 1.05% 25
2022
Q3 		$6.97M Buy
48,465
+2,853
+6% +$484K 1.23% 23
2022
Q2 		$7.53M Buy
45,612
+7,801
+21% +$1.38M 1.22% 22
2022
Q1 		$8.03M Buy
37,811
+4,342
+13% +$934K 1.09% 26
2021
Q4 		$8.51M Buy
33,469
+3,879
+13% +$1.09M 1.04% 27
2021
Q3 		$8.03M Buy
29,590
+2,166
+8% +$550K 1.09% 27
2021
Q2 		$6.7M Buy
27,424
+266
+1% +$61.3K 0.89% 35
2021
Q1 		$5.75M Buy
27,158
+5,123
+23% +$1.14M 0.81% 36
2020
Q4 		$4.9M Buy
22,035
+645
+3% +$157K 0.74% 36
2020
Q3 		$5.38M Buy
21,390
+385
+2% +$84.3K 0.89% 34
2020
Q2 		$3.94M Buy
21,005
+1,443
+7% +$243K 0.7% 39
2020
Q1 		$2.82M Buy
19,562
+330
+2% +$56.6K 0.59% 43
2019
Q4 		$3.13M Buy
19,232
+455
+2% +$71.3K 0.51% 51
2019
Q3 		$2.79M Buy
18,777
+185
+1% +$28.1K 0.48% 54
2019
Q2 		$2.82M Buy
18,592
+930
+5% +$146K 0.48% 53
2019
Q1 		$2.8M Sell
17,662
-3,320
-16% -$515K 0.5% 54
2018
Q4 		$2.87M Buy
20,982
+2,330
+12% +$321K 0.56% 52
2018
Q3 		$2.97M Buy
18,652
+235
+1% +$34.9K 0.47% 58
2018
Q2 		$2.51M Buy
18,417
+190
+1% +$24.2K 0.41% 63
2018
Q1 		$2.12M Buy
18,227
+4,923
+37% +$565K 0.36% 60
2017
Q4 		$1.36M Buy
13,304
+414
+3% +$42.2K 0.22% 70
2017
Q3 		$1.2M Buy
12,890
+610
+5% +$56.1K 0.19% 77
2017
Q2 		$1.06M Buy
12,280
+1,185
+11% +$103K 0.17% 73
2017
Q1 		$915K Buy
11,095
+4,110
+59% +$328K 0.15% 82
2016
Q4 		$478K Buy
+6,985
New +$507K 0.08% 98

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Asset Management's CRM Position: Q3 2023 in Review

Private Asset Management reduced its Salesforce (CRM) stake by 27% in Q3 2023, selling an estimated $1.84M and leaving 23,042 shares worth $4.67M. The position accounts for 1.1% of the portfolio, ranked #24.

Private Asset Management first reported a position in CRM in Q4 2016 and has held it in 28 quarters since. The position peaked at $8.51M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Private Asset Management held 23,042 shares of Salesforce worth $4.67M as of Q3 2023.
  • Private Asset Management sold 8,538 Salesforce shares in Q3 2023, an estimated $1.84M.
  • Salesforce made up 1.1% of Private Asset Management's portfolio in Q3 2023, its #24 holding.
  • Private Asset Management first reported a position in Salesforce in Q4 2016 and has held it in 28 quarters since.
  • Private Asset Management's Salesforce position peaked at $8.51M in Q4 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Private Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.