QT
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Quantamental Technologies’s Salesforce CRM Stock Holding History

Quantamental Technologies’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
Q1 		– Sell
-5,379
Closed -$713K – 456
2022
Q4 		$713K Buy
+5,379
New +$785K 0.33% 98
2021
Q3 		– Sell
-2,629
Closed -$642K – 307
2021
Q2 		$642K Buy
+2,629
New +$606K 0.57% 56
2019
Q4 		– Sell
-6,992
Closed -$1.04M – 612
2019
Q3 		$1.04M Buy
6,992
+5,373
+332% +$817K 0.34% 36
2019
Q2 		$246K Buy
+1,619
New +$254K 0.09% 370

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Quantamental Technologies's CRM Position: Q1 2023 in Review

Quantamental Technologies sold out of Salesforce (CRM) in Q1 2023, closing a stake of 5,379 shares — an estimated $713K sold.

Quantamental Technologies first reported a position in CRM in Q2 2019 and held it in 4 quarters. The position peaked at $1.04M in Q3 2019. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Quantamental Technologies reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Quantamental Technologies sold 5,379 Salesforce shares in Q1 2023, an estimated $713K.
  • Quantamental Technologies first reported a position in Salesforce in Q2 2019 and held it in 4 quarters.
  • Quantamental Technologies's Salesforce position peaked at $1.04M in Q3 2019.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Quantamental Technologies's 13F filing for Q1 2023, filed 15 May 2023.