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Richelieu Gestion’s Salesforce CRM Stock Holding History

Richelieu Gestion’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 		$196K Buy
650
+50
+8% +$14.4K 0.2% 50
2023
Q4 		$158K Sell
600
-11,875
-95% -$2.69M 0.14% 57
2023
Q3 		$2.53M Buy
12,475
+2,124
+21% +$459K 2.35% 16
2023
Q2 		$2.19M Sell
10,351
-1,594
-13% -$325K 1.82% 37
2023
Q1 		$2.39M Buy
+11,945
New +$2.02M 2.16% 22

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

Richelieu Gestion's CRM Position: Q1 2024 in Review

Richelieu Gestion increased its Salesforce (CRM) stake by 8.3% in Q1 2024, buying an estimated $14.4K and bringing the position to 650 shares worth $196K. The position accounts for 0.2% of the portfolio, ranked #50.

Richelieu Gestion first reported a position in CRM in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.53M in Q3 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Richelieu Gestion held 650 shares of Salesforce worth $196K as of Q1 2024.
  • Richelieu Gestion bought 50 Salesforce shares in Q1 2024, an estimated $14.4K.
  • Salesforce made up 0.2% of Richelieu Gestion's portfolio in Q1 2024, its #50 holding.
  • Richelieu Gestion first reported a position in Salesforce in Q1 2023 and has held it in 5 quarters since.
  • Richelieu Gestion's Salesforce position peaked at $2.53M in Q3 2023.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.