Thomas White International’s Salesforce CRM Stock Holding History

Thomas White International’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	$1.06M	Hold	5,001	–	–	0.22%	122
2023 Q1	$999K	Buy	5,001 +1,773	+55%	+$299K	0.21%	119
2022 Q4	$428K	Buy	3,228 +1	+0%	+$146	0.09%	186
2022 Q3	$464K	Hold	3,227	–	–	0.11%	179
2022 Q2	$533K	Hold	3,227	–	–	0.11%	178
2022 Q1	$685K	Hold	3,227	–	–	0.11%	162
2021 Q4	$820K	Hold	3,227	–	–	0.13%	148
2021 Q3	$875K	Hold	3,227	–	–	0.13%	145
2021 Q2	$788K	Hold	3,227	–	–	0.11%	152
2021 Q1	$684K	Sell	3,227 -740	-19%	-$165K	0.1%	167
2020 Q4	$883K	Buy	3,967 +2,074	+110%	+$504K	0.14%	151
2020 Q3	$476K	Hold	1,893	–	–	0.09%	184
2020 Q2	$355K	Buy	+1,893	New	+$319K	0.07%	208

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thomas White International's CRM Position: Q2 2023 in Review

Thomas White International held its Salesforce (CRM) position steady in Q2 2023 at 5,001 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #122.

Thomas White International first reported a position in CRM in Q2 2020 and has held it in 13 quarters since. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

Thomas White International held 5,001 shares of Salesforce worth $1.06M as of Q2 2023.
Thomas White International left its Salesforce share count unchanged in Q2 2023.
Salesforce made up 0.22% of Thomas White International's portfolio in Q2 2023, its #122 holding.
Thomas White International first reported a position in Salesforce in Q2 2020 and has held it in 13 quarters since.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Thomas White International's 13F filing for Q2 2023, filed 14 Aug 2023.