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Trust Investment Advisors’s Salesforce CRM Stock Holding History

Trust Investment 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
2023
Q1 		– Sell
-2,164
Closed -$287K – 104
2022
Q4 		$287K Sell
2,164
-1,528
-41% -$223K 0.27% 72
2022
Q3 		$531K Buy
3,692
+11
+0.3% +$1.86K 0.55% 66
2022
Q2 		$608K Hold
3,681
– – 0.58% 66
2022
Q1 		$782K Buy
3,681
+83
+2% +$17.9K 0.64% 62
2021
Q4 		$914K Sell
3,598
-317
-8% -$89.1K 0.72% 57
2021
Q3 		$1.06M Buy
3,915
+488
+14% +$124K 0.95% 49
2021
Q2 		$837K Buy
3,427
+158
+5% +$36.4K 0.74% 59
2021
Q1 		$693K Sell
3,269
-43
-1% -$9.57K 0.68% 61
2020
Q4 		$737K Sell
3,312
-120
-3% -$29.2K 0.75% 54
2020
Q3 		$863K Sell
3,432
-40
-1% -$8.76K 1% 38
2020
Q2 		$650K Buy
3,472
+389
+13% +$65.5K 0.83% 50
2020
Q1 		$444K Buy
3,083
+118
+4% +$20.2K 0.73% 52
2019
Q4 		$482K Buy
2,965
+225
+8% +$35.3K 0.6% 64
2019
Q3 		$407K Sell
2,740
-20
-0.7% -$3.04K 0.53% 68
2019
Q2 		$419K Buy
+2,760
New +$433K 0.53% 68

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

Trust Investment Advisors's CRM Position: Q1 2023 in Review

Trust Investment Advisors sold out of Salesforce (CRM) in Q1 2023, closing a stake of 2,164 shares — an estimated $287K sold.

Trust Investment Advisors first reported a position in CRM in Q2 2019 and held it in 15 quarters. The position peaked at $1.06M in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Trust Investment Advisors reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Trust Investment Advisors sold 2,164 Salesforce shares in Q1 2023, an estimated $287K.
  • Trust Investment Advisors first reported a position in Salesforce in Q2 2019 and held it in 15 quarters.
  • Trust Investment Advisors's Salesforce position peaked at $1.06M in Q3 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Trust Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.