Regent Investment Management’s Salesforce CRM Stock Holding History

Regent Investment Management’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
2022 Q4	$461K	Buy	+3,475	New	+$507K	0.12%	138

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Investment Management's CRM Position: Q4 2022 in Review

Regent Investment Management opened a new position in Salesforce (CRM) in Q4 2022: 3,475 shares worth $461K. The stake represents 0.12% of the portfolio and ranks #138 among its holdings.

2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Regent Investment Management held 3,475 shares of Salesforce worth $461K as of Q4 2022.
Salesforce was a new Regent Investment Management position in Q4 2022.
Salesforce made up 0.12% of Regent Investment Management's portfolio in Q4 2022, its #138 holding.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.