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Telemus Capital’s Salesforce CRM Stock Holding History

Telemus Capital’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
Q4 		$3.63M Buy
13,780
+653
+5% +$148K 0.3% 77
2023
Q3 		$2.66M Sell
13,127
-283
-2% -$61.1K 0.25% 90
2023
Q2 		$2.83M Sell
13,410
-1,251
-9% -$255K 0.24% 88
2023
Q1 		$2.93M Buy
14,661
+500
+4% +$84.5K 0.26% 86
2022
Q4 		$1.99M Sell
14,161
-2,037
-13% -$297K 0.18% 113
2022
Q3 		$2.33M Buy
16,198
+749
+5% +$127K 0.24% 91
2022
Q2 		$2.55M Sell
15,449
-701
-4% -$124K 0.25% 93
2022
Q1 		$3.43M Buy
16,150
+1,885
+13% +$406K 0.3% 80
2021
Q4 		$3.63M Buy
14,265
+121
+0.9% +$34K 0.29% 88
2021
Q3 		$3.84M Sell
14,144
-3,314
-19% -$842K 0.32% 79
2021
Q2 		$4.26M Buy
17,458
+699
+4% +$161K 0.31% 77
2021
Q1 		$3.69M Buy
16,759
+4,059
+32% +$904K 0.25% 86
2020
Q4 		$2.83M Buy
12,700
+4,345
+52% +$1.06M 0.21% 89
2020
Q3 		$2.16M Sell
8,355
-506
-6% -$111K 0.16% 113
2020
Q2 		$1.76M Buy
8,861
+101
+1% +$17K 0.14% 126
2020
Q1 		$1.53M Buy
+8,760
New +$1.5M 0.13% 132
2019
Q2 		– Sell
-7,572
Closed -$1.2M – 383
2019
Q1 		$1.2M Buy
7,572
+3,500
+86% +$542K 0.09% 167
2018
Q4 		$558K Buy
4,072
+1,400
+52% +$193K 0.05% 255
2018
Q3 		$425K Buy
+2,672
New +$397K 0.03% 309

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Telemus Capital's CRM Position: Q4 2023 in Review

Telemus Capital increased its Salesforce (CRM) stake by 5% in Q4 2023, buying an estimated $148K and bringing the position to 13,780 shares worth $3.63M. The position accounts for 0.3% of the portfolio, ranked #77.

Telemus Capital first reported a position in CRM in Q3 2018 and has held it in 19 quarters since. The position peaked at $4.26M in Q2 2021. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Telemus Capital held 13,780 shares of Salesforce worth $3.63M as of Q4 2023.
  • Telemus Capital bought 653 Salesforce shares in Q4 2023, an estimated $148K.
  • Salesforce made up 0.3% of Telemus Capital's portfolio in Q4 2023, its #77 holding.
  • Telemus Capital first reported a position in Salesforce in Q3 2018 and has held it in 19 quarters since.
  • Telemus Capital's Salesforce position peaked at $4.26M in Q2 2021.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.