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Ramsay Stattman Vela & Price’s Salesforce CRM Stock Holding History

Ramsay Stattman Vela & Price’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
-10,640
Closed -$1.53M – 83
2022
Q3 		$1.53M Hold
10,640
– – 0.38% 54
2022
Q2 		$1.76M Buy
10,640
+615
+6% +$109K 0.39% 55
2022
Q1 		$2.13M Buy
+10,025
New +$2.16M 0.42% 51

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ramsay Stattman Vela & Price's CRM Position: Q4 2022 in Review

Ramsay Stattman Vela & Price sold out of Salesforce (CRM) in Q4 2022, closing a stake of 10,640 shares — an estimated $1.53M sold.

Ramsay Stattman Vela & Price first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $2.13M in Q1 2022. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Ramsay Stattman Vela & Price reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Ramsay Stattman Vela & Price sold 10,640 Salesforce shares in Q4 2022, an estimated $1.53M.
  • Ramsay Stattman Vela & Price first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
  • Ramsay Stattman Vela & Price's Salesforce position peaked at $2.13M in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Ramsay Stattman Vela & Price's 13F filing for Q4 2022, filed 6 Feb 2023.