Alpha Paradigm Partners’s Salesforce CRM Stock Holding History

Alpha Paradigm Partners’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 Q4	$2.27M	Buy	17,103 +9,876	+137%	+$1.44M	0.94%	8
2022 Q3	$1.04M	Sell	7,227 -5,211	-42%	-$884K	0.45%	61
2022 Q2	$2.05M	Buy	12,438 +7,045	+131%	+$1.24M	0.85%	8
2022 Q1	$1.15M	Buy	+5,393	New	+$1.16M	0.45%	50
2021 Q4	–	Sell	-441	Closed	-$120K	–	562
2021 Q3	$120K	Sell	441 -6,113	-93%	-$1.55M	0.05%	407
2021 Q2	$1.6M	Sell	6,554 -6,214	-49%	-$1.43M	0.6%	29
2021 Q1	$2.71M	Sell	12,768 -6,079	-32%	-$1.35M	1.06%	7
2020 Q4	$4.19M	Buy	+18,847	New	+$4.58M	1.45%	12

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Paradigm Partners's CRM Position: Q4 2022 in Review

Alpha Paradigm Partners increased its Salesforce (CRM) stake by 137% in Q4 2022, buying an estimated $1.44M and bringing the position to 17,103 shares worth $2.27M. The position accounts for 0.94% of the portfolio, ranked #8.

Alpha Paradigm Partners first reported a position in CRM in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.19M in Q4 2020. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Alpha Paradigm Partners held 17,103 shares of Salesforce worth $2.27M as of Q4 2022.
Alpha Paradigm Partners bought 9,876 Salesforce shares in Q4 2022, an estimated $1.44M.
Salesforce made up 0.94% of Alpha Paradigm Partners's portfolio in Q4 2022, its #8 holding.
Alpha Paradigm Partners first reported a position in Salesforce in Q4 2020 and has held it in 8 quarters since.
Alpha Paradigm Partners's Salesforce position peaked at $4.19M in Q4 2020.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.