Advisor Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.27M | Buy |
31,935
+6,632
| +26% | +$1.17M | 0.37% | 50 |
|
|
2022
Q1 | $5.37M | Buy |
25,303
+2,310
| +10% | +$497K | 0.34% | 52 |
|
|
2021
Q4 | $5.84M | Sell |
22,993
-2,237
| -9% | -$629K | 0.35% | 52 |
|
|
2021
Q3 | $6.84M | Sell |
25,230
-171
| -0.7% | -$43.4K | 0.46% | 42 |
|
|
2021
Q2 | $6.21M | Buy |
25,401
+496
| +2% | +$114K | 0.41% | 48 |
|
|
2021
Q1 | $5.28M | Sell |
24,905
-1,253
| -5% | -$279K | 0.38% | 52 |
|
|
2020
Q4 | $5.82M | Sell |
26,158
-391
| -1% | -$95.1K | 0.44% | 46 |
|
|
2020
Q3 | $6.67M | Buy |
26,549
+975
| +4% | +$213K | 0.57% | 38 |
|
|
2020
Q2 | $4.79M | Buy |
25,574
+1,743
| +7% | +$294K | 0.45% | 50 |
|
|
2020
Q1 | $3.43M | Buy |
23,831
+4,690
| +25% | +$804K | 0.41% | 53 |
|
|
2019
Q4 | $3.47M | Buy |
19,141
+1,460
| +8% | +$229K | 0.36% | 60 |
|
|
2019
Q3 | $2.63M | Buy |
17,681
+1,150
| +7% | +$175K | 0.32% | 64 |
|
|
2019
Q2 | $2.51M | Buy |
16,531
+335
| +2% | +$52.5K | 0.31% | 66 |
|
|
2019
Q1 | $2.56M | Sell |
16,196
-166
| -1% | -$25.7K | 0.33% | 62 |
|
|
2018
Q4 | $2.24M | Buy |
16,362
+4,702
| +40% | +$647K | 0.36% | 62 |
|
|
2018
Q3 | $1.85M | Buy |
11,660
+920
| +9% | +$137K | 0.25% | 75 |
|
|
2018
Q2 | $1.47M | Buy |
10,740
+721
| +7% | +$92K | 0.25% | 87 |
|
|
2018
Q1 | $1.17M | Buy |
10,019
+145
| +1% | +$16.7K | 0.22% | 108 |
|
|
2017
Q4 | $1.1M | Buy |
9,874
+1,196
| +14% | +$122K | 0.2% | 119 |
|
|
2017
Q3 | $811K | Buy |
8,678
+220
| +3% | +$20.2K | 0.16% | 133 |
|
|
2017
Q2 | $732K | Buy |
8,458
+300
| +4% | +$26.1K | 0.17% | 144 |
|
|
2017
Q1 | $673K | Buy |
8,158
+1,884
| +30% | +$151K | 0.18% | 137 |
|
|
2016
Q4 | $430K | Sell |
6,274
-4
| -0.1% | -$290 | 0.13% | 190 |
|
|
2016
Q3 | $448K | Sell |
6,278
-738
| -11% | -$57.6K | 0.15% | 163 |
|
|
2016
Q2 | $557K | Buy |
7,016
+796
| +13% | +$62.5K | 0.19% | 132 |
|
|
2016
Q1 | $459K | Buy |
6,220
+614
| +11% | +$42.3K | 0.17% | 151 |
|
|
2015
Q4 | $440K | Buy |
5,606
+136
| +2% | +$10.6K | 0.15% | 163 |
|
|
2015
Q3 | $380K | Sell |
5,470
-686
| -11% | -$48.6K | 0.16% | 166 |
|
|
2015
Q2 | $416K | Buy |
6,156
+1,643
| +36% | +$117K | 0.16% | 179 |
|
|
2015
Q1 | $302K | Buy |
4,513
+506
| +13% | +$31.4K | 0.13% | 213 |
|
|
2014
Q4 | $238K | Buy |
+4,007
| New | +$236K | 0.11% | 256 |
|
|
2014
Q3 | – | Sell |
-4,271
| Closed | -$248K | – | 241 |
|
|
2014
Q2 | $248K | Buy |
4,271
+257
| +6% | +$13.9K | 0.12% | 222 |
|
|
2014
Q1 | $229K | Buy |
+4,014
| New | +$240K | 0.13% | 229 |
|
Other funds holding CRM
Advisor Partners's CRM Position: Q2 2022 in Review
Advisor Partners increased its Salesforce (CRM) stake by 26% in Q2 2022, buying an estimated $1.17M and bringing the position to 31,935 shares worth $5.27M. The position accounts for 0.37% of the portfolio, ranked #50.
Advisor Partners first reported a position in CRM in Q1 2014 and has held it in 33 quarters since. The position peaked at $6.84M in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.
- Advisor Partners held 31,935 shares of Salesforce worth $5.27M as of Q2 2022.
- Advisor Partners bought 6,632 Salesforce shares in Q2 2022, an estimated $1.17M.
- Salesforce made up 0.37% of Advisor Partners's portfolio in Q2 2022, its #50 holding.
- Advisor Partners first reported a position in Salesforce in Q1 2014 and has held it in 33 quarters since.
- Advisor Partners's Salesforce position peaked at $6.84M in Q3 2021.
- 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.