Tevis Investment Management’s Salesforce CRM Stock Holding History

Tevis Investment Management’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
2022 Q3	–	Sell	-15	Closed	-$2K	–	415
2022 Q2	$2K	Buy	+15	New	+$2.65K	﹤0.01%	453

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tevis Investment Management's CRM Position: Q3 2022 in Review

Tevis Investment Management sold out of Salesforce (CRM) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Tevis Investment Management first reported a position in CRM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Tevis Investment Management reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Tevis Investment Management sold 15 Salesforce shares in Q3 2022, an estimated $2K.
Tevis Investment Management first reported a position in Salesforce in Q2 2022 and held it in 1 quarter.
Tevis Investment Management's Salesforce position peaked at $2K in Q2 2022.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.