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Scholtz & Company’s Salesforce CRM Stock Holding History

Scholtz & Company’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
Q1 		– Sell
-12,948
Closed -$1.72M – 37
2022
Q4 		$1.72M Sell
12,948
-1,067
-8% -$156K 1.22% 20
2022
Q3 		$2.21M Sell
14,015
-12,536
-47% -$2.13M 1.58% 20
2022
Q2 		$4.38M Sell
26,551
-2,885
-10% -$510K 2.69% 12
2022
Q1 		$6.25M Sell
29,436
-5,297
-15% -$1.14M 2.47% 13
2021
Q4 		$8.83M Buy
34,733
+197
+0.6% +$55.4K 2.85% 10
2021
Q3 		$9.37M Buy
34,536
+491
+1% +$125K 3.31% 6
2021
Q2 		$8.32M Buy
34,045
+1,057
+3% +$244K 2.84% 7
2021
Q1 		$6.99M Buy
32,988
+824
+3% +$183K 2.66% 10
2020
Q4 		$7.16M Sell
32,164
-833
-3% -$203K 2.8% 10
2020
Q3 		$8.29M Sell
32,997
-302
-0.9% -$66.1K 3.62% 7
2020
Q2 		$6.24M Buy
33,299
+6,034
+22% +$1.02M 3.11% 9
2020
Q1 		$3.93M Sell
27,265
-55
-0.2% -$9.43K 3.01% 10
2019
Q4 		$4.44M Buy
27,320
+982
+4% +$154K 2.58% 13
2019
Q3 		$3.91M Sell
26,338
-120
-0.5% -$18.2K 2.61% 12
2019
Q2 		$4.01M Sell
26,458
-4,072
-13% -$638K 2.6% 15
2019
Q1 		$4.83M Buy
30,530
+895
+3% +$139K 3.22% 14
2018
Q4 		$4.06M Sell
29,635
-1,200
-4% -$165K 3.53% 13
2018
Q3 		$4.9M Sell
30,835
-1,170
-4% -$174K 3.09% 13
2018
Q2 		$4.37M Buy
32,005
+10,998
+52% +$1.4M 3.06% 15
2018
Q1 		$2.44M Buy
+21,007
New +$2.41M 1.81% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Scholtz & Company's CRM Position: Q1 2023 in Review

Scholtz & Company sold out of Salesforce (CRM) in Q1 2023, closing a stake of 12,948 shares — an estimated $1.72M sold.

Scholtz & Company first reported a position in CRM in Q1 2018 and held it in 20 quarters. The position peaked at $9.37M in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Scholtz & Company reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Scholtz & Company sold 12,948 Salesforce shares in Q1 2023, an estimated $1.72M.
  • Scholtz & Company first reported a position in Salesforce in Q1 2018 and held it in 20 quarters.
  • Scholtz & Company's Salesforce position peaked at $9.37M in Q3 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.