TimeScale Financial’s Salesforce CRM Stock Holding History

TimeScale Financial’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	$23K	Buy	109 +70	+179%	+$14.3K	0.01%	286
2023 Q1	$7.79K	Sell	39 -225	-85%	-$38K	﹤0.01%	375
2022 Q4	$38K	Hold	264	–	–	0.01%	177
2022 Q3	$38K	Buy	264 +225	+577%	+$38.2K	0.01%	177
2022 Q2	$6K	Hold	39	–	–	﹤0.01%	338
2022 Q1	$8K	Buy	39 +17	+77%	+$3.66K	﹤0.01%	327
2021 Q4	$6K	Hold	22	–	–	﹤0.01%	360
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	356
2021 Q2	$5K	Sell	22 -29	-57%	-$6.68K	﹤0.01%	376
2021 Q1	$11K	Buy	51 +31	+155%	+$6.9K	﹤0.01%	307
2020 Q4	$4K	Sell	20 -37	-65%	-$9K	﹤0.01%	348
2020 Q3	$14K	Hold	57	–	–	﹤0.01%	255
2020 Q2	$11K	Hold	57	–	–	﹤0.01%	277
2020 Q1	$8K	Hold	57	–	–	﹤0.01%	291
2019 Q4	$9K	Hold	57	–	–	﹤0.01%	369
2019 Q3	$8K	Hold	57	–	–	﹤0.01%	360
2019 Q2	$9K	Buy	+57	New	+$8.93K	﹤0.01%	365

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

TimeScale Financial's CRM Position: Q2 2023 in Review

TimeScale Financial increased its Salesforce (CRM) stake by 179% in Q2 2023, buying an estimated $14.3K and bringing the position to 109 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #286.

TimeScale Financial first reported a position in CRM in Q2 2019 and has held it in 17 quarters since. The position peaked at $38K in Q3 2022. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

TimeScale Financial held 109 shares of Salesforce worth $23K as of Q2 2023.
TimeScale Financial bought 70 Salesforce shares in Q2 2023, an estimated $14.3K.
Salesforce made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #286 holding.
TimeScale Financial first reported a position in Salesforce in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Salesforce position peaked at $38K in Q3 2022.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.