22CM
CRM icon

20/20 Capital Management’s Salesforce CRM Stock Holding History

20/20 Capital Management’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
2021
Q2 		$210K Buy
+861
New +$198K 0.05% 160
2020
Q4 		– Sell
-821
Closed -$206K – 164
2020
Q3 		$206K Buy
+821
New +$180K 0.08% 141

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

20/20 Capital Management's CRM Position: Q2 2021 in Review

20/20 Capital Management opened a new position in Salesforce (CRM) in Q2 2021: 861 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: 20/20 Capital Management previously reported a position in CRM as recently as Q3 2020.

20/20 Capital Management first reported a position in CRM in Q3 2020 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • 20/20 Capital Management held 861 shares of Salesforce worth $210K as of Q2 2021.
  • Salesforce was a new 20/20 Capital Management position in Q2 2021.
  • Salesforce made up 0.05% of 20/20 Capital Management's portfolio in Q2 2021, its #160 holding.
  • 20/20 Capital Management first reported a position in Salesforce in Q3 2020 and has held it in 2 quarters since.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.