Truepoint Inc’s Salesforce CRM Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-1,725	Closed	-$454K	–	148
2023 Q4	$454K	Buy	1,725 +451	+35%	+$102K	0.01%	131
2023 Q3	$258K	Buy	+1,274	New	+$275K	0.01%	164

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Truepoint Inc's CRM Position: Q1 2024 in Review

Truepoint Inc sold out of Salesforce (CRM) in Q1 2024, closing a stake of 1,725 shares — an estimated $454K sold.

Truepoint Inc first reported a position in CRM in Q3 2023 and held it in 2 quarters. The position peaked at $454K in Q4 2023. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

Truepoint Inc reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 1,725 Salesforce shares in Q1 2024, an estimated $454K.
Truepoint Inc first reported a position in Salesforce in Q3 2023 and held it in 2 quarters.
Truepoint Inc's Salesforce position peaked at $454K in Q4 2023.
2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.