Stephens Investment Management Group’s Salesforce CRM Stock Holding History

Stephens Investment Management 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	-942	Closed	-$284K	–	166
2024 Q1	$284K	Hold	942	–	–	﹤0.01%	155
2023 Q4	$248K	Hold	942	–	–	﹤0.01%	156
2023 Q3	$191K	Hold	942	–	–	﹤0.01%	161
2023 Q2	$199K	Hold	942	–	–	﹤0.01%	163
2023 Q1	$188K	Hold	942	–	–	﹤0.01%	162
2022 Q4	$125K	Buy	942 +262	+39%	+$38.2K	﹤0.01%	162
2022 Q3	$98K	Hold	680	–	–	﹤0.01%	167
2022 Q2	$112K	Hold	680	–	–	﹤0.01%	167
2022 Q1	$144K	Hold	680	–	–	﹤0.01%	172
2021 Q4	$173K	Hold	680	–	–	﹤0.01%	176
2021 Q3	$184K	Hold	680	–	–	﹤0.01%	174
2021 Q2	$166K	Hold	680	–	–	﹤0.01%	177
2021 Q1	$144K	Hold	680	–	–	﹤0.01%	176
2020 Q4	$151K	Hold	680	–	–	﹤0.01%	171
2020 Q3	$171K	Hold	680	–	–	﹤0.01%	163
2020 Q2	$127K	Hold	680	–	–	﹤0.01%	161
2020 Q1	$98K	Hold	680	–	–	﹤0.01%	156
2019 Q4	$111K	Hold	680	–	–	﹤0.01%	159
2019 Q3	$101K	Hold	680	–	–	﹤0.01%	162
2019 Q2	$103K	Hold	680	–	–	﹤0.01%	175
2019 Q1	$108K	Hold	680	–	–	﹤0.01%	173
2018 Q4	$93K	Hold	680	–	–	﹤0.01%	172
2018 Q3	$108K	Sell	680 -17,222	-96%	-$2.56M	﹤0.01%	174
2018 Q2	$2.42M	Sell	17,902 -6,861	-28%	-$875K	0.05%	163
2018 Q1	$2.88M	Sell	24,763 -3,339	-12%	-$383K	0.06%	163
2017 Q4	$2.87M	Sell	28,102 -56	-0.2%	-$5.71K	0.07%	164
2017 Q3	$2.63M	Sell	28,158 -2,775	-9%	-$255K	0.06%	158
2017 Q2	$2.68M	Buy	30,933 +85	+0.3%	+$7.4K	0.06%	160
2017 Q1	$2.54M	Buy	30,848 +827	+3%	+$66.1K	0.06%	160
2016 Q4	$2.06M	Buy	30,021 +25	+0.1%	+$1.81K	0.06%	156
2016 Q3	$2.14M	Buy	29,996 +13,426	+81%	+$1.05M	0.06%	153
2016 Q2	$1.32M	Sell	16,570 -815	-5%	-$64K	0.04%	152
2016 Q1	$1.28M	Sell	17,385 -1,380	-7%	-$95K	0.04%	148
2015 Q4	$1.47M	Sell	18,765 -675	-3%	-$52.7K	0.05%	154
2015 Q3	$1.35M	Sell	19,440 -845	-4%	-$59.9K	0.05%	160
2015 Q2	$1.41M	Buy	20,285 +390	+2%	+$27.8K	0.04%	165
2015 Q1	$1.33M	Buy	19,895 +990	+5%	+$61.4K	0.04%	162
2014 Q4	$1.12M	Buy	18,905 +150	+0.8%	+$8.84K	0.03%	169
2014 Q3	$1.08M	Buy	18,755 +275	+1%	+$15.5K	0.03%	178
2014 Q2	$1.07M	Sell	18,480 -550	-3%	-$29.7K	0.03%	182
2014 Q1	$1.09M	Sell	19,030 -5,595	-23%	-$334K	0.03%	184
2013 Q4	$1.36M	Buy	24,625 +3,090	+14%	+$165K	0.05%	167
2013 Q3	$1.12M	Buy	21,535 +2,055	+11%	+$93.3K	0.04%	172
2013 Q2	$744K	Buy	+19,480	New	+$804K	0.04%	169

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

Stephens Investment Management Group's CRM Position: Q2 2024 in Review

Stephens Investment Management Group sold out of Salesforce (CRM) in Q2 2024, closing a stake of 942 shares — an estimated $284K sold.

Stephens Investment Management Group first reported a position in CRM in Q2 2013 and held it in 44 quarters. The position peaked at $2.88M in Q1 2018. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Stephens Investment Management Group reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Stephens Investment Management Group sold 942 Salesforce shares in Q2 2024, an estimated $284K.
Stephens Investment Management Group first reported a position in Salesforce in Q2 2013 and held it in 44 quarters.
Stephens Investment Management Group's Salesforce position peaked at $2.88M in Q1 2018.
2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Stephens Investment Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.