T
CRM icon

TRUADVICE’s Salesforce CRM Stock Holding History

TRUADVICE’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 		$871K Buy
4,075
+224
+6% +$48.4K 0.34% 85
2023
Q2 		$802K Buy
3,851
+1,207
+46% +$246K 0.29% 86
2023
Q1 		$524K Buy
+2,644
New +$447K 0.21% 117
2021
Q1 		– Sell
-1,639
Closed -$368K – 281
2020
Q4 		$368K Buy
+1,639
New +$399K 0.11% 175

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

TRUADVICE's CRM Position: Q3 2023 in Review

TRUADVICE increased its Salesforce (CRM) stake by 5.8% in Q3 2023, buying an estimated $48.4K and bringing the position to 4,075 shares worth $871K. The position accounts for 0.34% of the portfolio, ranked #85.

TRUADVICE first reported a position in CRM in Q4 2020 and has held it in 4 quarters since. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • TRUADVICE held 4,075 shares of Salesforce worth $871K as of Q3 2023.
  • TRUADVICE bought 224 Salesforce shares in Q3 2023, an estimated $48.4K.
  • Salesforce made up 0.34% of TRUADVICE's portfolio in Q3 2023, its #85 holding.
  • TRUADVICE first reported a position in Salesforce in Q4 2020 and has held it in 4 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.