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Strategic Asset Management’s Salesforce CRM Stock Holding History

Strategic Asset Management’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
2022
Q3 		$8K Sell
57
-43
-43% -$7.29K 0.01% 408
2022
Q2 		$17K Hold
100
– – 0.03% 298
2022
Q1 		$21K Buy
100
+40
+67% +$8.61K 0.03% 282
2021
Q4 		$15K Hold
60
– – 0.02% 305
2021
Q3 		$16K Buy
+60
New +$15.2K 0.02% 278

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Asset Management's CRM Position: Q3 2022 in Review

Strategic Asset Management reduced its Salesforce (CRM) stake by 43% in Q3 2022, selling an estimated $7.29K and leaving 57 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #408.

Strategic Asset Management first reported a position in CRM in Q3 2021 and has held it in 5 quarters since. The position peaked at $21K in Q1 2022. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Strategic Asset Management held 57 shares of Salesforce worth $8K as of Q3 2022.
  • Strategic Asset Management sold 43 Salesforce shares in Q3 2022, an estimated $7.29K.
  • Salesforce made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #408 holding.
  • Strategic Asset Management first reported a position in Salesforce in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Salesforce position peaked at $21K in Q1 2022.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.