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Vident Investment Advisory’s Salesforce CRM Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-12,461
Closed -$2.63M – 236
2023
Q2 		$2.63M Sell
12,461
-461
-4% -$94.1K 0.09% 248
2023
Q1 		$2.58M Sell
12,922
-695
-5% -$117K 0.08% 259
2022
Q4 		$1.81M Buy
13,617
+487
+4% +$71.1K 0.07% 322
2022
Q3 		$1.67M Buy
13,130
+452
+4% +$76.6K 0.05% 426
2022
Q2 		$2.09M Buy
12,678
+1,220
+11% +$216K 0.06% 378
2022
Q1 		$2.43M Sell
11,458
-3,266
-22% -$703K 0.06% 368
2021
Q4 		$3.74M Buy
14,724
+78
+0.5% +$21.9K 0.1% 237
2021
Q3 		$3.98M Buy
14,646
+3,389
+30% +$861K 0.12% 173
2021
Q2 		$2.75M Sell
11,257
-2,440
-18% -$562K 0.08% 275
2021
Q1 		$2.9M Buy
13,697
+3,201
+30% +$713K 0.1% 210
2020
Q4 		$2.34M Buy
10,496
+750
+8% +$182K 0.1% 219
2020
Q3 		$2.45M Sell
9,746
-1,808
-16% -$396K 0.12% 155
2020
Q2 		$2.16M Buy
11,554
+6,540
+130% +$1.1M 0.11% 175
2020
Q1 		$723K Buy
+5,014
New +$860K 0.05% 482
2019
Q1 		– Sell
-5,283
Closed -$724K – 735
2018
Q4 		$724K Sell
5,283
-7,339
-58% -$1.01M 0.04% 496
2018
Q3 		$2.01M Buy
12,622
+4,315
+52% +$640K 0.08% 328
2018
Q2 		$1.13M Buy
8,307
+5,191
+167% +$662K 0.04% 400
2018
Q1 		$373K Sell
3,116
-167
-5% -$19.2K 0.02% 731
2017
Q4 		$335K Sell
3,283
-6,821
-68% -$695K 0.02% 684
2017
Q3 		$944K Buy
+10,104
New +$930K 0.05% 373
2015
Q4 		– Sell
-54
Closed -$4K – 472
2015
Q3 		$4K Buy
54
+11
+26% +$780 ﹤0.01% 888
2015
Q2 		$3K Buy
+43
New +$3.06K ﹤0.01% 1035

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vident Investment Advisory's CRM Position: Q3 2023 in Review

Vident Investment Advisory sold out of Salesforce (CRM) in Q3 2023, closing a stake of 12,461 shares — an estimated $2.63M sold.

Vident Investment Advisory first reported a position in CRM in Q2 2015 and held it in 22 quarters. The position peaked at $3.98M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Vident Investment Advisory reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 12,461 Salesforce shares in Q3 2023, an estimated $2.63M.
  • Vident Investment Advisory first reported a position in Salesforce in Q2 2015 and held it in 22 quarters.
  • Vident Investment Advisory's Salesforce position peaked at $3.98M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.