RIA Advisory Group’s Salesforce CRM Stock Holding History

RIA Advisory 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
2023 Q3	–	Sell	-4,767	Closed	-$1.01M	–	121
2023 Q2	$1.01M	Sell	4,767 -2,714	-36%	-$554K	0.43%	33
2023 Q1	$1.5M	Buy	+7,481	New	+$1.26M	0.69%	23

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

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

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

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

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

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

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

RIA Advisory Group's CRM Position: Q3 2023 in Review

RIA Advisory Group sold out of Salesforce (CRM) in Q3 2023, closing a stake of 4,767 shares — an estimated $1.01M sold.

RIA Advisory Group first reported a position in CRM in Q1 2023 and held it in 2 quarters. The position peaked at $1.5M in Q1 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

RIA Advisory Group reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
RIA Advisory Group sold 4,767 Salesforce shares in Q3 2023, an estimated $1.01M.
RIA Advisory Group first reported a position in Salesforce in Q1 2023 and held it in 2 quarters.
RIA Advisory Group's Salesforce position peaked at $1.5M in Q1 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.