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Steward Financial Group’s Salesforce CRM Stock Holding History

Steward Financial 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
2023
Q3 		$19K Sell
97
-3
-3% -$648 0.01% 255
2023
Q2 		$21K Sell
100
-20
-17% -$4.08K 0.01% 237
2023
Q1 		$23K Buy
120
+44
+58% +$7.43K 0.01% 126
2022
Q4 		$10K Buy
+76
New +$11.1K 0.01% 149
2022
Q3 		– Sell
-47
Closed -$7K – 359
2022
Q2 		$7K Buy
47
+35
+292% +$6.18K 0.01% 286
2022
Q1 		$2K Hold
12
– – ﹤0.01% 278
2021
Q4 		$3K Buy
+12
New +$3.37K ﹤0.01% 202

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

Steward Financial Group's CRM Position: Q3 2023 in Review

Steward Financial Group reduced its Salesforce (CRM) stake by 3% in Q3 2023, selling an estimated $648 and leaving 97 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #255.

Steward Financial Group first reported a position in CRM in Q4 2021 and has held it in 7 quarters since. The position peaked at $23K in Q1 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Steward Financial Group held 97 shares of Salesforce worth $19K as of Q3 2023.
  • Steward Financial Group sold 3 Salesforce shares in Q3 2023, an estimated $648.
  • Salesforce made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #255 holding.
  • Steward Financial Group first reported a position in Salesforce in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Salesforce position peaked at $23K in Q1 2023.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.