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Psagot Value Holdings’s Salesforce CRM Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-11,478
Closed -$3.31M – 231
2023
Q4 		$3.05M Buy
11,478
+2,150
+23% +$487K 1.33% 18
2023
Q3 		$1.9M Buy
9,328
+900
+11% +$194K 0.96% 22
2023
Q2 		$1.77M Buy
8,428
+990
+13% +$202K 0.9% 23
2023
Q1 		$1.45M Sell
7,438
-25,126
-77% -$4.24M 0.6% 40
2022
Q4 		$4.32M Buy
32,564
+6,530
+25% +$953K 1.27% 24
2022
Q3 		$3.75M Sell
26,034
-407
-2% -$69K 1.06% 24
2022
Q2 		$4.36M Buy
26,441
+263
+1% +$46.5K 1.02% 28
2022
Q1 		$5.56M Buy
26,178
+171
+0.7% +$36.8K 1.22% 24
2021
Q4 		$6.61M Sell
26,007
-26,230
-50% -$7.37M 1.26% 20
2021
Q3 		$14.2M Buy
52,237
+1,018
+2% +$259K 2.44% 8
2021
Q2 		$12.5M Sell
51,219
-111,423
-69% -$25.7M 0.45% 49
2021
Q1 		$34.5M Buy
162,642
+80,072
+97% +$17.8M 0.77% 38
2020
Q4 		$18.4M Buy
82,570
+41,314
+100% +$10M 0.43% 64
2020
Q3 		$10.4M Sell
41,256
-101,976
-71% -$22.3M 0.26% 79
2020
Q2 		$26.8M Buy
143,232
+49,411
+53% +$8.33M 0.75% 32
2020
Q1 		$13.5M Buy
93,821
+92,955
+10,734% +$15.9M 0.55% 43
2019
Q4 		$141K Sell
866
-191
-18% -$29.9K ﹤0.01% 300
2019
Q3 		$157K Buy
1,057
+307
+41% +$46.7K 0.01% 260
2019
Q2 		$114K Buy
750
+214
+40% +$33.5K ﹤0.01% 303
2019
Q1 		$85K Buy
536
+15
+3% +$2.33K ﹤0.01% 330
2018
Q4 		$71K Sell
521
-319
-38% -$43.9K ﹤0.01% 342
2018
Q3 		$134K Buy
+840
New +$125K 0.01% 236

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Psagot Value Holdings's CRM Position: Q1 2024 in Review

Psagot Value Holdings sold out of Salesforce (CRM) in Q1 2024, closing a stake of 11,478 shares — an estimated $3.31M sold.

Psagot Value Holdings first reported a position in CRM in Q3 2018 and held it in 22 quarters. The position peaked at $34.5M in Q1 2021. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Psagot Value Holdings reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 11,478 Salesforce shares in Q1 2024, an estimated $3.31M.
  • Psagot Value Holdings first reported a position in Salesforce in Q3 2018 and held it in 22 quarters.
  • Psagot Value Holdings's Salesforce position peaked at $34.5M in Q1 2021.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.