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RE Dickinson Investment Advisors’s Salesforce CRM Stock Holding History

RE Dickinson Investment 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
2024
Q1 		– Sell
-100
Closed -$26K – 224
2023
Q4 		$26K Sell
100
-18
-15% -$4.07K 0.02% 110
2023
Q3 		$24K Buy
118
+110
+1,375% +$23.8K 0.02% 117
2023
Q2 		$2K Sell
8
-13
-62% -$2.65K ﹤0.01% 333
2023
Q1 		$5K Buy
21
+13
+163% +$2.2K ﹤0.01% 303
2022
Q4 		$1K Hold
8
– – ﹤0.01% 363
2022
Q3 		$1K Hold
8
– – ﹤0.01% 234
2022
Q2 		$1 Hold
8
– – ﹤0.01% 270
2022
Q1 		$2K Hold
8
– – ﹤0.01% 255
2021
Q4 		$2K Buy
+8
New +$2.25K ﹤0.01% 255

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RE Dickinson Investment Advisors's CRM Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of Salesforce (CRM) in Q1 2024, closing a stake of 100 shares — an estimated $26K sold.

RE Dickinson Investment Advisors first reported a position in CRM in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • RE Dickinson Investment Advisors reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 100 Salesforce shares in Q1 2024, an estimated $26K.
  • RE Dickinson Investment Advisors first reported a position in Salesforce in Q4 2021 and held it in 9 quarters.
  • RE Dickinson Investment Advisors's Salesforce position peaked at $26K in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.