Retirement Group’s Salesforce CRM Stock Holding History

Retirement 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 Q1	$31.6K	Sell	105 -16	-13%	-$4.62K	0.01%	290
2023 Q4	$31.8K	Sell	121 -51	-30%	-$11.5K	0.01%	275
2023 Q3	$34.9K	Sell	172 -79	-31%	-$17.1K	0.01%	245
2023 Q2	$53K	Hold	251	–	–	0.02%	198
2023 Q1	$50K	Buy	251 +69	+38%	+$11.7K	0.02%	193
2022 Q4	$24K	Buy	182 +157	+628%	+$22.9K	0.01%	248
2022 Q3	$4K	Sell	25 -249	-91%	-$42.2K	﹤0.01%	343
2022 Q2	$45K	Buy	274 +92	+51%	+$16.3K	0.02%	224
2022 Q1	$39K	Buy	182 +72	+65%	+$15.5K	0.02%	251
2021 Q4	$28K	Hold	110	–	–	0.01%	279
2021 Q3	$30K	Buy	110 +12	+12%	+$3.05K	0.01%	265
2021 Q2	$24K	Buy	98 +1	+1%	+$230	0.01%	300
2021 Q1	$21K	Buy	97 +6	+7%	+$1.34K	0.01%	378
2020 Q4	$20K	Buy	91 +29	+47%	+$7.05K	0.01%	354
2020 Q3	$16K	Sell	62 -195	-76%	-$42.7K	0.01%	350
2020 Q2	$48K	Buy	+257	New	+$43.3K	0.03%	239
2019 Q4	$34K	Buy	+206	New	+$32.3K	0.02%	258

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Retirement Group's CRM Position: Q1 2024 in Review

Retirement Group reduced its Salesforce (CRM) stake by 13% in Q1 2024, selling an estimated $4.62K and leaving 105 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #290.

Retirement Group first reported a position in CRM in Q4 2019 and has held it in 17 quarters since. The position peaked at $53K in Q2 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Retirement Group held 105 shares of Salesforce worth $31.6K as of Q1 2024.
Retirement Group sold 16 Salesforce shares in Q1 2024, an estimated $4.62K.
Salesforce made up 0.01% of Retirement Group's portfolio in Q1 2024, its #290 holding.
Retirement Group first reported a position in Salesforce in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Salesforce position peaked at $53K in Q2 2023.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.