Quad-Cities Investment Group’s Salesforce CRM Stock Holding History

Quad-Cities Investment 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
2022 Q4	–	Sell	-1,582	Closed	-$228K	–	177
2022 Q3	$228K	Buy	1,582 +20	+1%	+$3.39K	0.18%	138
2022 Q2	$258K	Buy	1,562 +60	+4%	+$10.6K	0.19%	123
2022 Q1	$319K	Buy	1,502 +50	+3%	+$10.8K	0.2%	119
2021 Q4	$369K	Hold	1,452	–	–	0.23%	109
2021 Q3	$394K	Hold	1,452	–	–	0.28%	98
2021 Q2	$355K	Sell	1,452 -5	-0.3%	-$1.15K	0.24%	113
2021 Q1	$309K	Buy	+1,457	New	+$324K	0.23%	116
2020 Q4	–	Sell	-1,777	Closed	-$447K	–	162
2020 Q3	$447K	Buy	1,777 +142	+9%	+$31.1K	0.43%	66
2020 Q2	$306K	Hold	1,635	–	–	0.31%	94
2020 Q1	$235K	Sell	1,635 -620	-27%	-$106K	0.3%	99
2019 Q4	$368K	Hold	2,255	–	–	0.35%	89
2019 Q3	$335K	Sell	2,255 -55	-2%	-$8.36K	0.28%	88
2019 Q2	$351K	Hold	2,310	–	–	0.31%	85
2019 Q1	$366K	Hold	2,310	–	–	0.33%	75
2018 Q4	$316K	Hold	2,310	–	–	0.32%	77
2018 Q3	$368K	Sell	2,310 -125	-5%	-$18.5K	0.32%	73
2018 Q2	$332K	Hold	2,435	–	–	0.31%	74
2018 Q1	$283K	Buy	+2,435	New	+$280K	0.36%	83

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quad-Cities Investment Group's CRM Position: Q4 2022 in Review

Quad-Cities Investment Group sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,582 shares — an estimated $228K sold.

Quad-Cities Investment Group first reported a position in CRM in Q1 2018 and held it in 18 quarters. The position peaked at $447K in Q3 2020. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Quad-Cities Investment Group reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
Quad-Cities Investment Group sold 1,582 Salesforce shares in Q4 2022, an estimated $228K.
Quad-Cities Investment Group first reported a position in Salesforce in Q1 2018 and held it in 18 quarters.
Quad-Cities Investment Group's Salesforce position peaked at $447K in Q3 2020.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Quad-Cities Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.