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Rockingstone Advisors’s Salesforce CRM Stock Holding History

Rockingstone Advisors’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
Q4 		– Sell
-993
Closed -$201K – 109
2023
Q3 		$201K Buy
993
+1
+0.1% +$216 0.11% 112
2023
Q2 		$210K Buy
+992
New +$203K 0.12% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rockingstone Advisors's CRM Position: Q4 2023 in Review

Rockingstone Advisors sold out of Salesforce (CRM) in Q4 2023, closing a stake of 993 shares — an estimated $201K sold.

Rockingstone Advisors first reported a position in CRM in Q2 2023 and held it in 2 quarters. The position peaked at $210K in Q2 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Rockingstone Advisors reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Rockingstone Advisors sold 993 Salesforce shares in Q4 2023, an estimated $201K.
  • Rockingstone Advisors first reported a position in Salesforce in Q2 2023 and held it in 2 quarters.
  • Rockingstone Advisors's Salesforce position peaked at $210K in Q2 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Rockingstone Advisors's 13F filing for Q4 2023, filed 9 Jul 2024.