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True Capital Management’s Salesforce CRM Stock Holding History

True Capital Management’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
Q1 		$534K Buy
2,672
+39
+1% +$6.59K 0.37% 59
2022
Q4 		$349K Buy
+2,633
New +$384K 0.28% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

True Capital Management's CRM Position: Q1 2023 in Review

True Capital Management increased its Salesforce (CRM) stake by 1.5% in Q1 2023, buying an estimated $6.59K and bringing the position to 2,672 shares worth $534K. The position accounts for 0.37% of the portfolio, ranked #59.

True Capital Management first reported a position in CRM in Q4 2022 and has held it in 2 quarters since. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • True Capital Management held 2,672 shares of Salesforce worth $534K as of Q1 2023.
  • True Capital Management bought 39 Salesforce shares in Q1 2023, an estimated $6.59K.
  • Salesforce made up 0.37% of True Capital Management's portfolio in Q1 2023, its #59 holding.
  • True Capital Management first reported a position in Salesforce in Q4 2022 and has held it in 2 quarters since.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.