TKP
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Tallon Kerry Patrick’s Salesforce CRM Stock Holding History

Tallon Kerry Patrick’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
Q4 		$236K Buy
+714
New +$228K 0.23% 79

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tallon Kerry Patrick's CRM Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Salesforce (CRM) in Q4 2024: 714 shares worth $236K. The stake represents 0.23% of the portfolio and ranks #79 among its holdings.

3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Tallon Kerry Patrick held 714 shares of Salesforce worth $236K as of Q4 2024.
  • Salesforce was a new Tallon Kerry Patrick position in Q4 2024.
  • Salesforce made up 0.23% of Tallon Kerry Patrick's portfolio in Q4 2024, its #79 holding.
  • 3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.