55I LLC’s Salesforce CRM Stock Holding History

55I LLC’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
2022 Q3	$1.29M	Buy	8,971 +5,644	+170%	+$957K	0.04%	222
2022 Q2	$549K	Buy	+3,327	New	+$588K	0.02%	339
2021 Q4	–	Sell	-2,029	Closed	-$550K	–	498
2021 Q3	$550K	Buy	+2,029	New	+$515K	0.02%	309

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

55I LLC's CRM Position: Q3 2022 in Review

55I LLC increased its Salesforce (CRM) stake by 170% in Q3 2022, buying an estimated $957K and bringing the position to 8,971 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #222.

55I LLC first reported a position in CRM in Q3 2021 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

55I LLC held 8,971 shares of Salesforce worth $1.29M as of Q3 2022.
55I LLC bought 5,644 Salesforce shares in Q3 2022, an estimated $957K.
Salesforce made up 0.04% of 55I LLC's portfolio in Q3 2022, its #222 holding.
55I LLC first reported a position in Salesforce in Q3 2021 and has held it in 3 quarters since.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.