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Sather Financial Group’s Salesforce CRM Stock Holding History

Sather Financial 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
2024
Q2 		– Sell
-708
Closed -$213K – 86
2024
Q1 		$213K Buy
+708
New +$204K 0.02% 91
2023
Q1 		– Sell
-4,315
Closed -$572K – 102
2022
Q4 		$572K Buy
+4,315
New +$630K 0.05% 73
2022
Q2 		– Sell
-1,191
Closed -$253K – 86
2022
Q1 		$253K Buy
1,191
+267
+29% +$57.5K 0.02% 83
2021
Q4 		$235K Buy
+924
New +$260K 0.02% 78
2020
Q1 		– Sell
-1,255
Closed -$204K – 66
2019
Q4 		$204K Buy
+1,255
New +$197K 0.03% 81

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sather Financial Group's CRM Position: Q2 2024 in Review

Sather Financial Group sold out of Salesforce (CRM) in Q2 2024, closing a stake of 708 shares — an estimated $213K sold.

Sather Financial Group first reported a position in CRM in Q4 2019 and held it in 5 quarters. The position peaked at $572K in Q4 2022. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Sather Financial Group reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Sather Financial Group sold 708 Salesforce shares in Q2 2024, an estimated $213K.
  • Sather Financial Group first reported a position in Salesforce in Q4 2019 and held it in 5 quarters.
  • Sather Financial Group's Salesforce position peaked at $572K in Q4 2022.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Sather Financial Group's 13F filing for Q2 2024, filed 24 Jul 2024.