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TKG Advisors’s Salesforce CRM Stock Holding History

TKG 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
2024
Q2 		– Sell
-12,287
Closed -$3.7M – 101
2024
Q1 		$3.7M Sell
12,287
-1,425
-10% -$411K 2.06% 14
2023
Q4 		$3.61M Sell
13,712
-95
-0.7% -$21.5K 2.15% 15
2023
Q3 		$2.8M Sell
13,807
-228
-2% -$49.3K 1.86% 17
2023
Q2 		$2.97M Buy
+14,035
New +$2.87M 1.93% 17
2022
Q2 		– Sell
-2,206
Closed -$468K – 72
2022
Q1 		$468K Sell
2,206
-2,037
-48% -$438K 0.37% 63
2021
Q4 		$1.08M Buy
+4,243
New +$1.19M 0.85% 40

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

TKG Advisors's CRM Position: Q2 2024 in Review

TKG Advisors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 12,287 shares — an estimated $3.7M sold.

TKG Advisors first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $3.7M in Q1 2024. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • TKG Advisors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • TKG Advisors sold 12,287 Salesforce shares in Q2 2024, an estimated $3.7M.
  • TKG Advisors first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • TKG Advisors's Salesforce position peaked at $3.7M in Q1 2024.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on TKG Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.