Stonnington Group’s Salesforce CRM Stock Holding History

Stonnington 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 Q1	$1.46M	Buy	7,500 +4,350	+138%	+$735K	0.38%	70
2022 Q4	$464K	Sell	3,150 -380	-11%	-$55.4K	0.13%	140
2022 Q3	$542K	Buy	3,530 +1,227	+53%	+$208K	0.15%	124
2022 Q2	$407K	Sell	2,303 -4,978	-68%	-$880K	0.11%	153
2022 Q1	$1.42M	Sell	7,281 -3,940	-35%	-$848K	0.34%	69
2021 Q4	$2.63M	Sell	11,221 -8,980	-44%	-$2.52M	0.57%	54
2021 Q3	$5.5M	Buy	20,201 +4,025	+25%	+$1.02M	1.23%	19
2021 Q2	$3.98M	Buy	16,176 +1,350	+9%	+$311K	0.88%	26
2021 Q1	$3.12M	Buy	+14,826	New	+$3.3M	0.76%	41

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stonnington Group's CRM Position: Q1 2023 in Review

Stonnington Group increased its Salesforce (CRM) stake by 138% in Q1 2023, buying an estimated $735K and bringing the position to 7,500 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #70.

Stonnington Group first reported a position in CRM in Q1 2021 and has held it in 9 quarters since. The position peaked at $5.5M in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Stonnington Group held 7,500 shares of Salesforce worth $1.46M as of Q1 2023.
Stonnington Group bought 4,350 Salesforce shares in Q1 2023, an estimated $735K.
Salesforce made up 0.38% of Stonnington Group's portfolio in Q1 2023, its #70 holding.
Stonnington Group first reported a position in Salesforce in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's Salesforce position peaked at $5.5M in Q3 2021.
2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.