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Vicus Capital’s Salesforce CRM Stock Holding History

Vicus Capital’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
Q3 		– Sell
-2,014
Closed -$518K – 243
2024
Q2 		$518K Buy
2,014
+167
+9% +$44.7K 0.05% 153
2024
Q1 		$556K Buy
+1,847
New +$533K 0.05% 144
2023
Q4 		– Sell
-2,575
Closed -$522K – 219
2023
Q3 		$522K Buy
2,575
+1,558
+153% +$337K 0.05% 142
2023
Q2 		$215K Buy
+1,017
New +$208K 0.02% 204
2022
Q2 		– Sell
-946
Closed -$201K – 223
2022
Q1 		$201K Buy
+946
New +$204K 0.02% 222
2021
Q2 		– Sell
-1,745
Closed -$370K – 173
2021
Q1 		$370K Buy
1,745
+195
+13% +$43.4K 0.04% 168
2020
Q4 		$345K Buy
1,550
+154
+11% +$37.5K 0.04% 166
2020
Q3 		$351K Buy
1,396
+155
+12% +$33.9K 0.05% 151
2020
Q2 		$232K Buy
+1,241
New +$209K 0.04% 182

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vicus Capital's CRM Position: Q3 2024 in Review

Vicus Capital sold out of Salesforce (CRM) in Q3 2024, closing a stake of 2,014 shares — an estimated $518K sold.

Vicus Capital first reported a position in CRM in Q2 2020 and held it in 9 quarters. The position peaked at $556K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Vicus Capital reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Vicus Capital sold 2,014 Salesforce shares in Q3 2024, an estimated $518K.
  • Vicus Capital first reported a position in Salesforce in Q2 2020 and held it in 9 quarters.
  • Vicus Capital's Salesforce position peaked at $556K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Vicus Capital's 13F filing for Q3 2024, filed 21 Oct 2024.