SSC
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Syverson Strege & Co’s Salesforce CRM Stock Holding History

Syverson Strege & Co’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
-28
Closed -$5.59K – 187
2023
Q1 		$5.59K Hold
28
– – ﹤0.01% 317
2022
Q4 		$3.71K Hold
28
– – ﹤0.01% 239
2022
Q3 		$4K Sell
28
-75
-73% -$12.7K ﹤0.01% 221
2022
Q2 		$17K Buy
103
+75
+268% +$13.3K 0.01% 188
2022
Q1 		$6K Hold
28
– – 0.01% 229
2021
Q4 		$7K Hold
28
– – 0.01% 216
2021
Q3 		$8K Hold
28
– – 0.01% 261
2021
Q2 		$7K Hold
28
– – 0.01% 210
2021
Q1 		$6K Hold
28
– – 0.01% 212
2020
Q4 		$6K Buy
+28
New +$6.81K 0.01% 196

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

Syverson Strege & Co's CRM Position: Q2 2023 in Review

Syverson Strege & Co sold out of Salesforce (CRM) in Q2 2023, closing a stake of 28 shares — an estimated $5.59K sold.

Syverson Strege & Co first reported a position in CRM in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q2 2022. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Syverson Strege & Co reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 28 Salesforce shares in Q2 2023, an estimated $5.59K.
  • Syverson Strege & Co first reported a position in Salesforce in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Salesforce position peaked at $17K in Q2 2022.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.