Raymond James Trust’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 | $13.9M | Buy |
50,667
+1,473
| +3% | +$377K | 0.3% | 72 |
|
|
2024
Q2 | $12.6M | Sell |
49,194
-62
| -0.1% | -$16.6K | 0.3% | 72 |
|
|
2024
Q1 | $14.8M | Buy |
49,256
+5,301
| +12% | +$1.53M | 0.36% | 64 |
|
|
2023
Q4 | $11.6M | Buy |
43,955
+1,246
| +3% | +$282K | 0.31% | 76 |
|
|
2023
Q3 | $8.66M | Buy |
42,709
+13,513
| +46% | +$2.92M | 0.26% | 87 |
|
|
2023
Q2 | $6.17M | Buy |
29,196
+288
| +1% | +$58.8K | 0.18% | 120 |
|
|
2023
Q1 | $5.78M | Sell |
28,908
-355
| -1% | -$60K | 0.18% | 120 |
|
|
2022
Q4 | $3.88M | Sell |
29,263
-2,728
| -9% | -$398K | 0.13% | 153 |
|
|
2022
Q3 | $4.6M | Buy |
31,991
+689
| +2% | +$117K | 0.17% | 123 |
|
|
2022
Q2 | $5.17M | Sell |
31,302
-961
| -3% | -$170K | 0.18% | 119 |
|
|
2022
Q1 | $6.85M | Sell |
32,263
-1,717
| -5% | -$370K | 0.21% | 108 |
|
|
2021
Q4 | $8.63M | Buy |
33,980
+1,141
| +3% | +$321K | 0.26% | 88 |
|
|
2021
Q3 | $8.91M | Buy |
32,839
+1,386
| +4% | +$352K | 0.3% | 78 |
|
|
2021
Q2 | $7.68M | Buy |
31,453
+670
| +2% | +$154K | 0.26% | 91 |
|
|
2021
Q1 | $6.52M | Buy |
30,783
+2,009
| +7% | +$447K | 0.23% | 101 |
|
|
2020
Q4 | $6.4M | Buy |
28,774
+520
| +2% | +$126K | 0.25% | 95 |
|
|
2020
Q3 | $7.1M | Buy |
28,254
+1,381
| +5% | +$302K | 0.31% | 74 |
|
|
2020
Q2 | $5.03M | Buy |
26,873
+3,284
| +14% | +$553K | 0.24% | 91 |
|
|
2020
Q1 | $3.4M | Buy |
23,589
+6,688
| +40% | +$1.15M | 0.2% | 109 |
|
|
2019
Q4 | $2.75M | Buy |
16,901
+2,689
| +19% | +$422K | 0.13% | 154 |
|
|
2019
Q3 | $2.11M | Buy |
14,212
+1,776
| +14% | +$270K | 0.11% | 187 |
|
|
2019
Q2 | $1.89M | Buy |
12,436
+1,281
| +11% | +$201K | 0.1% | 189 |
|
|
2019
Q1 | $1.77M | Buy |
11,155
+112
| +1% | +$17.4K | 0.1% | 191 |
|
|
2018
Q4 | $1.51M | Buy |
11,043
+1,233
| +13% | +$170K | 0.1% | 199 |
|
|
2018
Q3 | $1.56M | Buy |
9,810
+1,567
| +19% | +$233K | 0.09% | 213 |
|
|
2018
Q2 | $1.12M | Buy |
8,243
+114
| +1% | +$14.5K | 0.07% | 250 |
|
|
2018
Q1 | $946K | Buy |
8,129
+12
| +0.1% | +$1.38K | 0.07% | 252 |
|
|
2017
Q4 | $829K | Buy |
8,117
+751
| +10% | +$76.5K | 0.06% | 280 |
|
|
2017
Q3 | $688K | Buy |
7,366
+270
| +4% | +$24.8K | 0.05% | 302 |
|
|
2017
Q2 | $615K | Buy |
7,096
+560
| +9% | +$48.8K | 0.05% | 321 |
|
|
2017
Q1 | $539K | Sell |
6,536
-3,933
| -38% | -$314K | 0.04% | 349 |
|
|
2016
Q4 | $717K | Buy |
10,469
+222
| +2% | +$16.1K | 0.06% | 290 |
|
|
2016
Q3 | $731K | Buy |
10,247
+950
| +10% | +$74.1K | 0.06% | 274 |
|
|
2016
Q2 | $738K | Buy |
9,297
+374
| +4% | +$29.4K | 0.07% | 265 |
|
|
2016
Q1 | $659K | Buy |
8,923
+2,842
| +47% | +$196K | 0.06% | 278 |
|
|
2015
Q4 | $476K | Buy |
6,081
+1,271
| +26% | +$99.3K | 0.04% | 342 |
|
|
2015
Q3 | $334K | Buy |
4,810
+1,602
| +50% | +$114K | 0.04% | 393 |
|
|
2015
Q2 | $223K | Buy |
+3,208
| New | +$228K | 0.02% | 540 |
|
|
2014
Q4 | – | Sell |
-3,743
| Closed | -$215K | – | 633 |
|
|
2014
Q3 | $215K | Sell |
3,743
-97
| -3% | -$5.46K | 0.02% | 532 |
|
|
2014
Q2 | $223K | Buy |
+3,840
| New | +$207K | 0.03% | 519 |
|
Other funds holding CRM
Raymond James Trust's CRM Position: Q3 2024 in Review
Raymond James Trust increased its Salesforce (CRM) stake by 3% in Q3 2024, buying an estimated $377K and bringing the position to 50,667 shares worth $13.9M. The position accounts for 0.3% of the portfolio, ranked #72.
Raymond James Trust first reported a position in CRM in Q2 2014 and has held it in 40 quarters since. The position peaked at $14.8M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.
- Raymond James Trust held 50,667 shares of Salesforce worth $13.9M as of Q3 2024.
- Raymond James Trust bought 1,473 Salesforce shares in Q3 2024, an estimated $377K.
- Salesforce made up 0.3% of Raymond James Trust's portfolio in Q3 2024, its #72 holding.
- Raymond James Trust first reported a position in Salesforce in Q2 2014 and has held it in 40 quarters since.
- Raymond James Trust's Salesforce position peaked at $14.8M in Q1 2024.
- 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.
Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.