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Schubert & Co’s Salesforce CRM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-67
Closed -$13.4K – 381
2023
Q1 		$13.4K Buy
67
+31
+86% +$5.24K 0.01% 177
2022
Q4 		$4.77K Sell
36
-17
-32% -$2.48K ﹤0.01% 453
2022
Q3 		$8K Buy
53
+12
+29% +$2.04K 0.01% 228
2022
Q2 		$7K Buy
41
+25
+156% +$4.42K 0.01% 235
2022
Q1 		$3K Sell
16
-6
-27% -$1.29K ﹤0.01% 260
2021
Q4 		$6K Buy
+22
New +$6.18K 0.01% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schubert & Co's CRM Position: Q2 2023 in Review

Schubert & Co sold out of Salesforce (CRM) in Q2 2023, closing a stake of 67 shares — an estimated $13.4K sold.

Schubert & Co first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $13.4K in Q1 2023. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Schubert & Co reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 67 Salesforce shares in Q2 2023, an estimated $13.4K.
  • Schubert & Co first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Salesforce position peaked at $13.4K in Q1 2023.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.