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Your Advocates Ltd’s Salesforce CRM Stock Holding History

Your Advocates Ltd’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 		– Sell
-24
Closed -$6.32K – 237
2023
Q4 		$6.32K Sell
24
-5
-17% -$1.13K ﹤0.01% 125
2023
Q3 		$5.88K Buy
29
+5
+21% +$1.08K ﹤0.01% 139
2023
Q2 		$5.07K Hold
24
– – ﹤0.01% 170
2023
Q1 		$4.79K Hold
24
– – ﹤0.01% 137
2022
Q4 		$3.18K Hold
24
– – ﹤0.01% 136
2022
Q3 		$3K Hold
24
– – ﹤0.01% 130
2022
Q2 		$4K Hold
24
– – ﹤0.01% 123
2022
Q1 		$5K Hold
24
– – ﹤0.01% 128
2021
Q4 		$6K Hold
24
– – ﹤0.01% 111
2021
Q3 		$7K Buy
+24
New +$6.09K ﹤0.01% 103

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

Your Advocates Ltd's CRM Position: Q1 2024 in Review

Your Advocates Ltd sold out of Salesforce (CRM) in Q1 2024, closing a stake of 24 shares — an estimated $6.32K sold.

Your Advocates Ltd first reported a position in CRM in Q3 2021 and held it in 10 quarters. The position peaked at $7K in Q3 2021. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.

  • Your Advocates Ltd reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 24 Salesforce shares in Q1 2024, an estimated $6.32K.
  • Your Advocates Ltd first reported a position in Salesforce in Q3 2021 and held it in 10 quarters.
  • Your Advocates Ltd's Salesforce position peaked at $7K in Q3 2021.
  • 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.