Spotlight Asset Group’s Salesforce CRM Stock Holding History

Spotlight Asset 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	$330K	Buy	1,284 +100	+8%	+$26.8K	0.23%	62
2024 Q1	$357K	Hold	1,184	–	–	0.26%	57
2023 Q4	$240K	Hold	1,184	–	–	0.22%	53
2023 Q3	$240K	Hold	1,184	–	–	0.22%	53
2023 Q2	$250K	Sell	1,184 -1,564	-57%	-$319K	0.22%	56
2023 Q1	$440K	Buy	+2,748	New	+$464K	0.44%	41
2022 Q3	$440K	Buy	+2,748	New	+$466K	0.44%	41
2021 Q3	$859K	Sell	3,169 -1,545	-33%	-$392K	0.43%	47
2021 Q2	$1.15M	Buy	4,714 +119	+3%	+$27.4K	0.44%	44
2021 Q1	$974K	Buy	4,595 +424	+10%	+$94.4K	0.37%	57
2020 Q4	$928K	Sell	4,171 -61	-1%	-$14.8K	0.35%	48
2020 Q3	$1.06M	Sell	4,232 -187	-4%	-$40.9K	0.42%	42
2020 Q2	$828K	Buy	+4,419	New	+$745K	0.35%	45

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Spotlight Asset Group's CRM Position: Q2 2024 in Review

Spotlight Asset Group increased its Salesforce (CRM) stake by 8.4% in Q2 2024, buying an estimated $26.8K and bringing the position to 1,284 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #62.

Spotlight Asset Group first reported a position in CRM in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2021. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Spotlight Asset Group held 1,284 shares of Salesforce worth $330K as of Q2 2024.
Spotlight Asset Group bought 100 Salesforce shares in Q2 2024, an estimated $26.8K.
Salesforce made up 0.23% of Spotlight Asset Group's portfolio in Q2 2024, its #62 holding.
Spotlight Asset Group first reported a position in Salesforce in Q2 2020 and has held it in 13 quarters since.
Spotlight Asset Group's Salesforce position peaked at $1.15M in Q2 2021.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

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