SP
CRM icon

Successful Portfolios’s Salesforce CRM Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-1,197
Closed -$239K – 159
2023
Q1 		$239K Buy
+1,197
New +$202K 0.15% 159
2022
Q2 		– Sell
-1,085
Closed -$230K – 192
2022
Q1 		$230K Buy
1,085
+139
+15% +$29.9K 0.13% 175
2021
Q4 		$240K Buy
+946
New +$266K 0.13% 177

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

Successful Portfolios's CRM Position: Q2 2023 in Review

Successful Portfolios sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,197 shares — an estimated $239K sold.

Successful Portfolios first reported a position in CRM in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q4 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Successful Portfolios reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 1,197 Salesforce shares in Q2 2023, an estimated $239K.
  • Successful Portfolios first reported a position in Salesforce in Q4 2021 and held it in 3 quarters.
  • Successful Portfolios's Salesforce position peaked at $240K in Q4 2021.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.