Safeguard Financial’s Salesforce CRM Stock Holding History

Safeguard Financial’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	-84	Closed	-$17K	–	161
2023 Q2	$17K	Buy	+84	New	+$17.1K	0.01%	282

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

Safeguard Financial's CRM Position: Q3 2023 in Review

Safeguard Financial sold out of Salesforce (CRM) in Q3 2023, closing a stake of 84 shares — an estimated $17K sold.

Safeguard Financial first reported a position in CRM in Q2 2023 and held it in 1 quarter. The position peaked at $17K in Q2 2023. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Safeguard Financial reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 84 Salesforce shares in Q3 2023, an estimated $17K.
Safeguard Financial first reported a position in Salesforce in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Salesforce position peaked at $17K in Q2 2023.
2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.