SPC
CRM icon

Stewart & Patten Company’s Salesforce CRM Stock Holding History

Stewart & Patten Company’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
Q1 		$203K Sell
673
-100
-13% -$28.9K 0.03% 93
2023
Q4 		$203K Buy
+773
New +$175K 0.03% 95

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stewart & Patten Company's CRM Position: Q1 2024 in Review

Stewart & Patten Company reduced its Salesforce (CRM) stake by 13% in Q1 2024, selling an estimated $28.9K and leaving 673 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #93.

Stewart & Patten Company first reported a position in CRM in Q4 2023 and has held it in 2 quarters since. The position peaked at $203K in Q4 2023. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Stewart & Patten Company held 673 shares of Salesforce worth $203K as of Q1 2024.
  • Stewart & Patten Company sold 100 Salesforce shares in Q1 2024, an estimated $28.9K.
  • Salesforce made up 0.03% of Stewart & Patten Company's portfolio in Q1 2024, its #93 holding.
  • Stewart & Patten Company first reported a position in Salesforce in Q4 2023 and has held it in 2 quarters since.
  • Stewart & Patten Company's Salesforce position peaked at $203K in Q4 2023.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.