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Sarah T. Connolly’s Salesforce CRM Stock Holding History

Sarah T. Connolly’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
-12,848
Closed -$2.61M – 25
2023
Q3 		$2.61M Sell
12,848
-625
-5% -$135K 1.72% 18
2023
Q2 		$2.85M Sell
13,473
-13
-0.1% -$2.65K 1.72% 18
2023
Q1 		$2.69M Sell
13,486
-1,079
-7% -$182K 1.71% 16
2022
Q4 		$1.93M Buy
14,565
+278
+2% +$40.6K 1.31% 25
2022
Q3 		$2.06M Sell
14,287
-371
-3% -$62.9K 1.51% 20
2022
Q2 		$2.42M Buy
14,658
+855
+6% +$151K 1.65% 18
2022
Q1 		$2.93M Buy
13,803
+905
+7% +$195K 1.72% 18
2021
Q4 		$3.28M Buy
12,898
+3,828
+42% +$1.08M 1.83% 16
2021
Q3 		$2.46M Buy
9,070
+12
+0.1% +$3.05K 2.02% 13
2021
Q2 		$2.21M Buy
9,058
+120
+1% +$27.7K 1.81% 14
2021
Q1 		$1.89M Sell
8,938
-95
-1% -$21.1K 1.68% 18
2020
Q4 		$2.01M Buy
+9,033
New +$2.2M 1.84% 12

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

Sarah T. Connolly's CRM Position: Q4 2023 in Review

Sarah T. Connolly sold out of Salesforce (CRM) in Q4 2023, closing a stake of 12,848 shares — an estimated $2.61M sold.

Sarah T. Connolly first reported a position in CRM in Q4 2020 and held it in 12 quarters. The position peaked at $3.28M in Q4 2021. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Sarah T. Connolly reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 12,848 Salesforce shares in Q4 2023, an estimated $2.61M.
  • Sarah T. Connolly first reported a position in Salesforce in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Salesforce position peaked at $3.28M in Q4 2021.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.