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Strategy Asset Managers’s Salesforce CRM Stock Holding History

Strategy Asset Managers’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
Q3 		– Sell
-2,197
Closed -$464K – 263
2024
Q2 		$464K Sell
2,197
-3,471
-61% -$929K 0.1% 141
2024
Q1 		$1.71M Buy
5,668
+2,613
+86% +$754K 0.37% 58
2023
Q4 		$804K Buy
3,055
+57
+2% +$12.9K 0.19% 85
2023
Q3 		$608K Buy
2,998
+801
+36% +$173K 0.16% 104
2023
Q2 		$464K Buy
2,197
+133
+6% +$27.1K 0.1% 141
2023
Q1 		$412K Buy
2,064
+237
+13% +$40K 0.1% 142
2022
Q4 		$242K Sell
1,827
-83
-4% -$12.1K 0.06% 226
2022
Q3 		$275K Buy
+1,910
New +$324K 0.07% 184
2022
Q2 		– Sell
-1,154
Closed -$245K – 185
2022
Q1 		$245K Sell
1,154
-651
-36% -$140K 0.05% 230
2021
Q4 		$459K Buy
1,805
+646
+56% +$182K 0.12% 128
2021
Q3 		$314K Buy
1,159
+78
+7% +$19.8K 0.07% 195
2021
Q2 		$264K Sell
1,081
-18
-2% -$4.15K 0.06% 229
2021
Q1 		$233K Sell
1,099
-352
-24% -$78.4K 0.05% 220
2020
Q4 		$323K Buy
1,451
+299
+26% +$72.7K 0.08% 177
2020
Q3 		$289K Buy
+1,152
New +$252K 0.07% 183
2019
Q2 		– Sell
-72
Closed -$11K – 137
2019
Q1 		$11K Sell
72
-17,848
-100% -$2.77M ﹤0.01% 192
2018
Q4 		$2.46M Sell
17,920
-590
-3% -$81.2K 0.6% 46
2018
Q3 		$2.94M Buy
+18,510
New +$2.75M 0.6% 51

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Strategy Asset Managers's CRM Position: Q3 2024 in Review

Strategy Asset Managers sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,197 shares — an estimated $464K sold.

Strategy Asset Managers first reported a position in CRM in Q3 2018 and held it in 18 quarters. The position peaked at $2.94M in Q3 2018. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Strategy Asset Managers reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Strategy Asset Managers sold 2,197 Salesforce shares in Q3 2024, an estimated $464K.
  • Strategy Asset Managers first reported a position in Salesforce in Q3 2018 and held it in 18 quarters.
  • Strategy Asset Managers's Salesforce position peaked at $2.94M in Q3 2018.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Strategy Asset Managers's 13F filing for Q3 2024, filed 8 Nov 2024.