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Van Leeuwen & Company’s Salesforce CRM Stock Holding History

Van Leeuwen & Company’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 		$2.17M Buy
7,191
+46
+0.6% +$13.3K 1.1% 37
2023
Q4 		$1.88M Buy
7,145
+5,863
+457% +$1.33M 1.09% 35
2023
Q3 		$260K Buy
+1,282
New +$277K 0.16% 68
2021
Q2 		– Sell
-3,100
Closed -$657K – 75
2021
Q1 		$657K Sell
3,100
-13,802
-82% -$3.07M 0.43% 46
2020
Q4 		$3.76M Buy
16,902
+4,153
+33% +$1.01M 2.52% 12
2020
Q3 		$3.2M Sell
12,749
-4,620
-27% -$1.01M 2.49% 18
2020
Q2 		$3.25M Buy
17,369
+292
+2% +$49.2K 2.52% 12
2020
Q1 		$2.46M Buy
17,077
+973
+6% +$167K 2.36% 16
2019
Q4 		$2.62M Sell
16,104
-250
-2% -$39.2K 2.18% 13
2019
Q3 		$2.43M Buy
16,354
+88
+0.5% +$13.4K 2.29% 12
2019
Q2 		$2.47M Buy
16,266
+313
+2% +$49K 2.21% 11
2019
Q1 		$2.53M Sell
15,953
-161
-1% -$25K 2.37% 12
2018
Q4 		$2.21M Buy
16,114
+6,122
+61% +$842K 2.21% 15
2018
Q3 		$1.59M Buy
+9,992
New +$1.48M 1.46% 30

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Van Leeuwen & Company's CRM Position: Q1 2024 in Review

Van Leeuwen & Company increased its Salesforce (CRM) stake by 0.64% in Q1 2024, buying an estimated $13.3K and bringing the position to 7,191 shares worth $2.17M. The position accounts for 1.1% of the portfolio, ranked #37.

Van Leeuwen & Company first reported a position in CRM in Q3 2018 and has held it in 14 quarters since. The position peaked at $3.76M in Q4 2020. 2,763 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Van Leeuwen & Company held 7,191 shares of Salesforce worth $2.17M as of Q1 2024.
  • Van Leeuwen & Company bought 46 Salesforce shares in Q1 2024, an estimated $13.3K.
  • Salesforce made up 1.1% of Van Leeuwen & Company's portfolio in Q1 2024, its #37 holding.
  • Van Leeuwen & Company first reported a position in Salesforce in Q3 2018 and has held it in 14 quarters since.
  • Van Leeuwen & Company's Salesforce position peaked at $3.76M in Q4 2020.
  • 2,763 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.