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CRM icon

Surevest’s Salesforce CRM Stock Holding History

Surevest’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 		$2.6M Buy
18,098
+1,404
+8% +$238K 0.71% 58
2022
Q2 		$2.75M Sell
16,694
-1,340
-7% -$237K 0.72% 57
2022
Q1 		$3.83M Sell
18,034
-5,936
-25% -$1.28M 0.92% 42
2021
Q4 		$6.09M Sell
23,970
-1,267
-5% -$356K 1.44% 13
2021
Q3 		$6.84M Buy
25,237
+761
+3% +$193K 1.73% 12
2021
Q2 		$5.98M Buy
24,476
+3,933
+19% +$906K 1.56% 14
2021
Q1 		$4.35M Sell
20,543
-2,195
-10% -$489K 1.32% 38
2020
Q4 		$5.06M Buy
22,738
+1,323
+6% +$322K 1.69% 13
2020
Q3 		$5.38M Sell
21,415
-388
-2% -$84.9K 2.12% 6
2020
Q2 		$4.08M Buy
21,803
+2,426
+13% +$409K 1.81% 11
2020
Q1 		$2.79M Buy
19,377
+7,101
+58% +$1.22M 1.52% 12
2019
Q4 		$2M Buy
12,276
+300
+3% +$47K 0.85% 58
2019
Q3 		$1.78M Buy
11,976
+391
+3% +$59.4K 0.87% 38
2019
Q2 		$1.76M Sell
11,585
-2,249
-16% -$352K 0.91% 32
2019
Q1 		$2.19M Buy
13,834
+2,461
+22% +$381K 1.35% 27
2018
Q4 		$1.56M Buy
+11,373
New +$1.56M 1.23% 27

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

Surevest's CRM Position: Q3 2022 in Review

Surevest increased its Salesforce (CRM) stake by 8.4% in Q3 2022, buying an estimated $238K and bringing the position to 18,098 shares worth $2.6M. The position accounts for 0.71% of the portfolio, ranked #58.

Surevest first reported a position in CRM in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.84M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Surevest held 18,098 shares of Salesforce worth $2.6M as of Q3 2022.
  • Surevest bought 1,404 Salesforce shares in Q3 2022, an estimated $238K.
  • Salesforce made up 0.71% of Surevest's portfolio in Q3 2022, its #58 holding.
  • Surevest first reported a position in Salesforce in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Salesforce position peaked at $6.84M in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.