Single Point Partners’s Salesforce CRM Stock Holding History

Single Point Partners’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	-1,345	Closed	-$284K	–	90
2023 Q2	$284K	Buy	+1,345	New	+$275K	0.39%	43
2022 Q2	–	Sell	-1,050	Closed	-$223K	–	130
2022 Q1	$223K	Buy	+1,050	New	+$226K	0.06%	104
2021 Q3	–	Sell	-822	Closed	-$201K	–	37
2021 Q2	$201K	Buy	+822	New	+$189K	0.07%	74
2020 Q4	–	Sell	-911	Closed	-$229K	–	72
2020 Q3	$229K	Buy	+911	New	+$199K	0.12%	58

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

Single Point Partners's CRM Position: Q3 2023 in Review

Single Point Partners sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,345 shares — an estimated $284K sold.

Single Point Partners first reported a position in CRM in Q3 2020 and held it in 4 quarters. The position peaked at $284K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Single Point Partners reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
Single Point Partners sold 1,345 Salesforce shares in Q3 2023, an estimated $284K.
Single Point Partners first reported a position in Salesforce in Q3 2020 and held it in 4 quarters.
Single Point Partners's Salesforce position peaked at $284K in Q2 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Single Point Partners's 13F filing for Q3 2023, filed 12 Oct 2023.