TFP
CRM icon

Tilia Fiduciary Partners’s Salesforce CRM Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-1,092
Closed -$231K – 176
2023
Q2 		$231K Sell
1,092
-3,461
-76% -$707K 0.21% 88
2023
Q1 		$910K Sell
4,553
-1,211
-21% -$205K 0.87% 42
2022
Q4 		$764K Buy
5,764
+27
+0.5% +$3.94K 0.73% 45
2022
Q3 		$818K Buy
5,737
+245
+4% +$41.5K 0.83% 39
2022
Q2 		$913K Buy
5,492
+244
+5% +$43.1K 0.87% 38
2022
Q1 		$1.11M Buy
5,248
+150
+3% +$32.3K 0.94% 34
2021
Q4 		$1.3M Buy
+5,098
New +$1.43M 1.04% 26

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

Tilia Fiduciary Partners's CRM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Salesforce (CRM) in Q3 2023, closing a stake of 1,092 shares — an estimated $231K sold.

Tilia Fiduciary Partners first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $1.3M in Q4 2021. 2,286 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,092 Salesforce shares in Q3 2023, an estimated $231K.
  • Tilia Fiduciary Partners first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Salesforce position peaked at $1.3M in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.