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Raymond James Financial Services Advisors’s Salesforce CRM Stock Holding History

Raymond James Financial Services Advisors’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
Q4 		– Sell
-500
Closed -$94K – 3327
2023
Q3 		$94K Buy
+500
New +$108K ﹤0.01% 3080

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 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.