Raymond James Financial Services Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $280M | Sell |
1,022,242
-28,911
| -3% | -$7.41M | 0.37% | 52 |
|
|
2024
Q2 | $270M | Buy |
1,051,153
+31,484
| +3% | +$8.42M | 0.38% | 54 |
|
|
2024
Q1 | $307M | Buy |
1,019,669
+11,630
| +1% | +$3.36M | 0.46% | 44 |
|
|
2023
Q4 | $265M | Buy |
1,008,039
+17,092
| +2% | +$3.87M | 0.43% | 47 |
|
|
2023
Q3 | $201M | Buy |
990,947
+15,251
| +2% | +$3.3M | 0.36% | 56 |
|
|
2023
Q2 | $206M | Sell |
975,696
-8,238
| -0.8% | -$1.68M | 0.36% | 56 |
|
|
2023
Q1 | $197M | Buy |
983,934
+34,836
| +4% | +$5.88M | 0.37% | 55 |
|
|
2022
Q4 | $126M | Buy |
949,098
+26,176
| +3% | +$3.82M | 0.25% | 83 |
|
|
2022
Q3 | $133M | Buy |
922,922
+37,905
| +4% | +$6.43M | 0.3% | 74 |
|
|
2022
Q2 | $146M | Buy |
885,017
+22,902
| +3% | +$4.05M | 0.32% | 67 |
|
|
2022
Q1 | $183M | Buy |
862,115
+20,791
| +2% | +$4.47M | 0.35% | 63 |
|
|
2021
Q4 | $214M | Buy |
841,324
+9,187
| +1% | +$2.58M | 0.4% | 47 |
|
|
2021
Q3 | $226M | Buy |
832,137
+54,501
| +7% | +$13.8M | 0.46% | 40 |
|
|
2021
Q2 | $190M | Sell |
777,636
-4,957
| -0.6% | -$1.14M | 0.39% | 51 |
|
|
2021
Q1 | $166M | Buy |
782,593
+33,206
| +4% | +$7.39M | 0.37% | 53 |
|
|
2020
Q4 | $167M | Buy |
749,387
+36,280
| +5% | +$8.82M | 0.42% | 50 |
|
|
2020
Q3 | $179M | Buy |
713,107
+30,158
| +4% | +$6.6M | 0.51% | 35 |
|
|
2020
Q2 | $128M | Buy |
682,949
+48,135
| +8% | +$8.11M | 0.41% | 50 |
|
|
2020
Q1 | $91.4M | Sell |
634,814
-755
| -0.1% | -$129K | 0.4% | 54 |
|
|
2019
Q4 | $103M | Buy |
635,569
+134,876
| +27% | +$21.1M | 0.33% | 62 |
|
|
2019
Q3 | $74.3M | Buy |
500,693
+18,554
| +4% | +$2.82M | 0.27% | 76 |
|
|
2019
Q2 | $73.2M | Buy |
482,139
+27,930
| +6% | +$4.38M | 0.28% | 69 |
|
|
2019
Q1 | $71.9M | Buy |
454,209
+13,448
| +3% | +$2.08M | 0.3% | 67 |
|
|
2018
Q4 | $60.4M | Buy |
440,761
+70,406
| +19% | +$9.68M | 0.32% | 65 |
|
|
2018
Q3 | $58.9M | Buy |
370,355
+19,792
| +6% | +$2.94M | 0.27% | 75 |
|
|
2018
Q2 | $47.8M | Buy |
350,563
+18,648
| +6% | +$2.38M | 0.24% | 91 |
|
|
2018
Q1 | $38.6M | Buy |
331,915
+10,114
| +3% | +$1.16M | 0.22% | 98 |
|
|
2017
Q4 | $32.9M | Buy |
321,801
+33,239
| +12% | +$3.39M | 0.21% | 103 |
|
|
2017
Q3 | $27M | Buy |
288,562
+21,733
| +8% | +$2M | 0.17% | 125 |
|
|
2017
Q2 | $23.1M | Buy |
266,829
+31,887
| +14% | +$2.78M | 0.16% | 145 |
|
|
2017
Q1 | $19.4M | Buy |
234,942
+27,196
| +13% | +$2.17M | 0.15% | 160 |
|
|
2016
Q4 | $14.2M | Buy |
207,746
+21,498
| +12% | +$1.56M | 0.12% | 204 |
|
|
2016
Q3 | $13.3M | Buy |
186,248
+86,722
| +87% | +$6.76M | 0.12% | 211 |
|
|
2016
Q2 | $7.9M | Buy |
99,526
+12,895
| +15% | +$1.01M | 0.08% | 293 |
|
|
2016
Q1 | $6.4M | Buy |
86,631
+435
| +0.5% | +$30K | 0.07% | 303 |
|
|
2015
Q4 | $6.76M | Buy |
86,196
+19,610
| +29% | +$1.53M | 0.08% | 306 |
|
|
2015
Q3 | $4.62M | Buy |
66,586
+53,810
| +421% | +$3.81M | 0.08% | 301 |
|
|
2015
Q2 | $890K | Buy |
+12,776
| New | +$910K | 0.06% | 359 |
|
|
2015
Q1 | – | Sell |
-13,900
| Closed | -$824K | – | 560 |
|
|
2014
Q4 | $824K | Sell |
13,900
-10,604
| -43% | -$625K | 0.04% | 385 |
|
|
2014
Q3 | $1.41M | Buy |
24,504
+4,436
| +22% | +$250K | 0.08% | 281 |
|
|
2014
Q2 | $1.17M | Sell |
20,068
-1,914
| -9% | -$103K | 0.07% | 295 |
|
|
2014
Q1 | $1.25M | Buy |
21,982
+8,358
| +61% | +$500K | 0.07% | 286 |
|
|
2013
Q4 | $752K | Buy |
+13,624
| New | +$729K | 0.05% | 363 |
|
|
2013
Q3 | – | Sell |
-15,466
| Closed | -$590K | – | 566 |
|
|
2013
Q2 | $590K | Buy |
+15,466
| New | +$638K | 0.02% | 810 |
|
Other funds holding CRM
Raymond James Financial Services Advisors's CRM Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Salesforce (CRM) stake by 2.8% in Q3 2024, selling an estimated $7.41M and leaving 1,022,242 shares worth $280M. The position accounts for 0.37% of the portfolio, ranked #52.
Raymond James Financial Services Advisors first reported a position in CRM in Q2 2013 and has held it in 44 quarters since. The position peaked at $307M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.
- Raymond James Financial Services Advisors held 1,022,242 shares of Salesforce worth $280M as of Q3 2024.
- Raymond James Financial Services Advisors sold 28,911 Salesforce shares in Q3 2024, an estimated $7.41M.
- Salesforce made up 0.37% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #52 holding.
- Raymond James Financial Services Advisors first reported a position in Salesforce in Q2 2013 and has held it in 44 quarters since.
- Raymond James Financial Services Advisors's Salesforce position peaked at $307M in Q1 2024.
- 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.