Tectonic Advisors’s Salesforce CRM Stock Holding History

Tectonic 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
2024 Q3	–	Sell	-3,477	Closed	-$894K	–	307
2024 Q2	$894K	Buy	3,477 +27	+0.8%	+$7.22K	0.06%	167
2024 Q1	$1.04M	Hold	3,450	–	–	0.08%	138
2023 Q4	$908K	Sell	3,450 -19	-0.5%	-$4.3K	0.08%	141
2023 Q3	$703K	Sell	3,469 -15	-0.4%	-$3.24K	0.07%	153
2023 Q2	$736K	Sell	3,484 -1,057	-23%	-$216K	0.09%	150
2023 Q1	$907K	Sell	4,541 -1	-0%	-$169	0.12%	115
2022 Q4	$602K	Buy	4,542 +630	+16%	+$91.9K	0.09%	146
2022 Q3	$563K	Hold	3,912	–	–	0.1%	127
2022 Q2	$646K	Buy	3,912 +19	+0.5%	+$3.36K	0.12%	117
2022 Q1	$826K	Hold	3,893	–	–	0.14%	107
2021 Q4	$990K	Hold	3,893	–	–	0.18%	82
2021 Q3	$1.06M	Buy	3,893 +15	+0.4%	+$3.81K	0.21%	64
2021 Q2	$947K	Sell	3,878 -670	-15%	-$154K	0.2%	70
2021 Q1	$964K	Buy	4,548 +596	+15%	+$133K	0.24%	65
2020 Q4	$879K	Buy	+3,952	New	+$961K	0.24%	71

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Tectonic Advisors's CRM Position: Q3 2024 in Review

Tectonic Advisors sold out of Salesforce (CRM) in Q3 2024, closing a stake of 3,477 shares — an estimated $894K sold.

Tectonic Advisors first reported a position in CRM in Q4 2020 and held it in 15 quarters. The position peaked at $1.06M in Q3 2021. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Tectonic Advisors reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
Tectonic Advisors sold 3,477 Salesforce shares in Q3 2024, an estimated $894K.
Tectonic Advisors first reported a position in Salesforce in Q4 2020 and held it in 15 quarters.
Tectonic Advisors's Salesforce position peaked at $1.06M in Q3 2021.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Tectonic Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.