TrustCore Financial Services’s Salesforce CRM Stock Holding History

TrustCore Financial Services’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
2022 Q4	$35.3K	Sell	266 -500	-65%	-$73K	﹤0.01%	513
2022 Q3	$110K	Sell	766 -172	-18%	-$29.2K	0.01%	332
2022 Q2	$155K	Buy	938 +135	+17%	+$23.9K	0.01%	285
2022 Q1	$170K	Buy	803 +25	+3%	+$5.38K	0.01%	293
2021 Q4	$198K	Sell	778 -28	-3%	-$7.87K	0.02%	253
2021 Q3	$219K	Buy	806 +788	+4,378%	+$200K	0.02%	259
2021 Q2	$4K	Hold	18	–	–	﹤0.01%	866
2021 Q1	$4K	Sell	18 -377	-95%	-$83.9K	﹤0.01%	806
2020 Q4	$88K	Buy	395 +267	+209%	+$64.9K	0.01%	343
2020 Q3	$32K	Buy	128 +69	+117%	+$15.1K	﹤0.01%	435
2020 Q2	$11K	Buy	+59	New	+$9.94K	﹤0.01%	607
2019 Q4	–	Sell	-99	Closed	-$15K	–	903
2019 Q3	$15K	Hold	99	–	–	﹤0.01%	567
2019 Q2	$15K	Buy	99 +26	+36%	+$4.07K	﹤0.01%	560
2019 Q1	$12K	Buy	+73	New	+$11.3K	﹤0.01%	516

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrustCore Financial Services's CRM Position: Q4 2022 in Review

TrustCore Financial Services reduced its Salesforce (CRM) stake by 65% in Q4 2022, selling an estimated $73K and leaving 266 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

TrustCore Financial Services first reported a position in CRM in Q1 2019 and has held it in 14 quarters since. The position peaked at $219K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

TrustCore Financial Services held 266 shares of Salesforce worth $35.3K as of Q4 2022.
TrustCore Financial Services sold 500 Salesforce shares in Q4 2022, an estimated $73K.
Salesforce made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #513 holding.
TrustCore Financial Services first reported a position in Salesforce in Q1 2019 and has held it in 14 quarters since.
TrustCore Financial Services's Salesforce position peaked at $219K in Q3 2021.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.