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Tiedemann Advisors’s Salesforce CRM Stock Holding History

Tiedemann 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
2023
Q3 		$1.42M Sell
7,018
-149
-2% -$32.2K 0.06% 97
2023
Q2 		$1.51M Buy
7,167
+130
+2% +$26.5K 0.06% 91
2023
Q1 		$1.41M Buy
7,037
+1,375
+24% +$232K 0.06% 93
2022
Q4 		$751K Buy
5,662
+768
+16% +$112K 0.04% 136
2022
Q3 		$704K Sell
4,894
-294
-6% -$49.9K 0.04% 131
2022
Q2 		$856K Sell
5,188
-167
-3% -$29.5K 0.06% 124
2022
Q1 		$1.14M Sell
5,355
-1,168
-18% -$251K 0.06% 138
2021
Q4 		$1.66M Sell
6,523
-13,537
-67% -$3.8M 0.08% 100
2021
Q3 		$5.44M Sell
20,060
-2,338
-10% -$594K 0.29% 44
2021
Q2 		$5.47M Buy
22,398
+1,873
+9% +$432K 0.22% 54
2021
Q1 		$4.35M Buy
20,525
+643
+3% +$143K 0.19% 59
2020
Q4 		$4.42M Buy
19,882
+610
+3% +$148K 0.21% 54
2020
Q3 		$4.84M Sell
19,272
-849
-4% -$186K 0.23% 60
2020
Q2 		$3.77M Sell
20,121
-538
-3% -$90.7K 0.2% 78
2020
Q1 		$2.97M Buy
20,659
+884
+4% +$152K 0.19% 81
2019
Q4 		$3.22M Sell
19,775
-1,056
-5% -$166K 0.15% 85
2019
Q3 		$3.09M Buy
20,831
+15,507
+291% +$2.36M 0.15% 90
2019
Q2 		$809K Sell
5,324
-14,978
-74% -$2.35M 0.04% 171
2019
Q1 		$3.21M Buy
20,302
+87
+0.4% +$13.5K 0.15% 98
2018
Q4 		$2.77M Buy
20,215
+9,904
+96% +$1.36M 0.14% 109
2018
Q3 		$1.64M Buy
10,311
+14
+0.1% +$2.08K 0.1% 127
2018
Q2 		$1.41M Sell
10,297
-35
-0.3% -$4.46K 0.09% 131
2018
Q1 		$1.2M Buy
10,332
+5,457
+112% +$627K 0.08% 129
2017
Q4 		$498K Hold
4,875
– – 0.04% 157
2017
Q3 		$456K Buy
+4,875
New +$448K 0.04% 229

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Tiedemann Advisors's CRM Position: Q3 2023 in Review

Tiedemann Advisors reduced its Salesforce (CRM) stake by 2.1% in Q3 2023, selling an estimated $32.2K and leaving 7,018 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #97.

Tiedemann Advisors first reported a position in CRM in Q3 2017 and has held it in 25 quarters since. The position peaked at $5.47M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Tiedemann Advisors held 7,018 shares of Salesforce worth $1.42M as of Q3 2023.
  • Tiedemann Advisors sold 149 Salesforce shares in Q3 2023, an estimated $32.2K.
  • Salesforce made up 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #97 holding.
  • Tiedemann Advisors first reported a position in Salesforce in Q3 2017 and has held it in 25 quarters since.
  • Tiedemann Advisors's Salesforce position peaked at $5.47M in Q2 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.