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Raymond James & Associates’s Salesforce CRM Stock Holding History

Raymond James & Associates’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
2021
Q1 		– Sell
-23,900
Closed -$23K – 4015
2020
Q4 		$23K Buy
23,900
+400
+2% +$97.3K ﹤0.01% 3679
2020
Q3 		$729K Sell
23,500
-400
-2% -$87.6K ﹤0.01% 2374
2020
Q2 		$33K Buy
23,900
+4,700
+24% +$792K ﹤0.01% 3415
2020
Q1 		$2K Sell
19,200
-3,700
-16% -$634K ﹤0.01% 3480
2019
Q4 		$5K Buy
22,900
+1,500
+7% +$235K ﹤0.01% 3645
2019
Q3 		$28K Buy
21,400
+400
+2% +$60.8K ﹤0.01% 3519
2019
Q2 		$11K Buy
21,000
+10,000
+91% +$1.57M ﹤0.01% 3581
2019
Q1 		$5K Buy
+11,000
New +$1.7M ﹤0.01% 3586
2018
Q2 		– Sell
-14,200
Closed -$101K – 3602
2018
Q1 		$101K Sell
14,200
-400
-3% -$45.9K ﹤0.01% 3266
2017
Q4 		$34K Sell
14,600
-2,900
-17% -$296K ﹤0.01% 3309
2017
Q3 		$14K Buy
17,500
+1,900
+12% +$175K ﹤0.01% 3337
2017
Q2 		$23K Buy
15,600
+3,400
+28% +$296K ﹤0.01% 3249
2017
Q1 		$6K Buy
12,200
+1,100
+10% +$87.9K ﹤0.01% 3257
2016
Q4 		$1K Sell
11,100
-2,800
-20% -$203K ﹤0.01% 3226
2016
Q3 		$6K Buy
+13,900
New +$1.08M ﹤0.01% 3183

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Raymond James & Associates's CRM Position: Q3 2024 in Review

Raymond James & Associates reduced its Salesforce (CRM) stake by 3.5% in Q3 2024, selling an estimated $22.3M and leaving 2,394,487 shares worth $655M. The position accounts for 0.4% of the portfolio, ranked #42.

Raymond James & Associates first reported a position in CRM in Q2 2013 and has held it in 46 quarters since. The position peaked at $725M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Raymond James & Associates held 2,394,487 shares of Salesforce worth $655M as of Q3 2024.
  • Raymond James & Associates sold 87,151 Salesforce shares in Q3 2024, an estimated $22.3M.
  • Salesforce made up 0.4% of Raymond James & Associates's portfolio in Q3 2024, its #42 holding.
  • Raymond James & Associates first reported a position in Salesforce in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Salesforce position peaked at $725M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.