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Relative Value Partners Group’s Salesforce CRM Stock Holding History

Relative Value Partners Group’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
Q2 		$2.83M Buy
11,022
+8,280
+302% +$2.22M 0.37% 73
2024
Q1 		$771K Hold
2,742
– – 0.05% 166
2023
Q4 		$722K Buy
2,742
+25
+0.9% +$5.66K 0.04% 171
2023
Q3 		$551K Buy
+2,717
New +$587K 0.04% 180

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

Relative Value Partners Group's CRM Position: Q2 2024 in Review

Relative Value Partners Group increased its Salesforce (CRM) stake by 302% in Q2 2024, buying an estimated $2.22M and bringing the position to 11,022 shares worth $2.83M. The position accounts for 0.37% of the portfolio, ranked #73.

Relative Value Partners Group first reported a position in CRM in Q3 2023 and has held it in 4 quarters since. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Relative Value Partners Group held 11,022 shares of Salesforce worth $2.83M as of Q2 2024.
  • Relative Value Partners Group bought 8,280 Salesforce shares in Q2 2024, an estimated $2.22M.
  • Salesforce made up 0.37% of Relative Value Partners Group's portfolio in Q2 2024, its #73 holding.
  • Relative Value Partners Group first reported a position in Salesforce in Q3 2023 and has held it in 4 quarters since.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.