Syntax Advisors’s Salesforce CRM Stock Holding History

Syntax Advisors’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 Q3	$296K	Sell	1,459 -57	-4%	-$12.3K	0.26%	87
2023 Q2	$320K	Sell	1,516 -448	-23%	-$91.5K	0.26%	86
2023 Q1	$392K	Sell	1,964 -652	-25%	-$110K	0.3%	49
2022 Q4	$347K	Buy	2,616 +373	+17%	+$54.4K	0.29%	63
2022 Q3	$323K	Buy	2,243 +332	+17%	+$56.3K	0.28%	62
2022 Q2	$315K	Buy	1,911 +267	+16%	+$47.2K	0.26%	71
2022 Q1	$349K	Buy	1,644 +262	+19%	+$56.4K	0.29%	61
2021 Q4	$351K	Buy	+1,382	New	+$388K	0.26%	84

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Syntax Advisors's CRM Position: Q3 2023 in Review

Syntax Advisors reduced its Salesforce (CRM) stake by 3.8% in Q3 2023, selling an estimated $12.3K and leaving 1,459 shares worth $296K. The position accounts for 0.26% of the portfolio, ranked #87.

Syntax Advisors first reported a position in CRM in Q4 2021 and has held it in 8 quarters since. The position peaked at $392K in Q1 2023. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

Syntax Advisors held 1,459 shares of Salesforce worth $296K as of Q3 2023.
Syntax Advisors sold 57 Salesforce shares in Q3 2023, an estimated $12.3K.
Salesforce made up 0.26% of Syntax Advisors's portfolio in Q3 2023, its #87 holding.
Syntax Advisors first reported a position in Salesforce in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Salesforce position peaked at $392K in Q1 2023.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.