American National Registered Investment Advisor’s Salesforce CRM Stock Holding History

American National Registered Investment Advisor’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 Q1	$1.54M	Sell	7,257 -215	-3%	-$46.3K	0.55%	45
2021 Q4	$1.9M	Sell	7,472 -2	-0%	-$562	0.63%	40
2021 Q3	$2.03M	Sell	7,474 -30	-0.4%	-$7.62K	0.73%	30
2021 Q2	$1.83M	Sell	7,504 -265	-3%	-$61.1K	0.66%	34
2021 Q1	$1.65M	Sell	7,769 -11	-0.1%	-$2.45K	0.64%	41
2020 Q4	$1.73M	Hold	7,780	–	–	0.69%	41
2020 Q3	$1.96M	Hold	7,780	–	–	0.89%	22
2020 Q2	$1.46M	Hold	7,780	–	–	0.72%	37
2020 Q1	$1.12M	Hold	7,780	–	–	0.7%	42
2019 Q4	$1.26M	Buy	7,780 +5	+0.1%	+$784	0.62%	45
2019 Q3	$1.15M	Hold	7,775	–	–	0.63%	44
2019 Q2	$1.18M	Hold	7,775	–	–	0.66%	44
2019 Q1	$1.23M	Sell	7,775 -25	-0.3%	-$3.88K	0.68%	41
2018 Q4	$1.07M	Hold	7,800	–	–	0.67%	43
2018 Q3	$1.24M	Buy	7,800 +430	+6%	+$63.8K	0.65%	46
2018 Q2	$1M	Hold	7,370	–	–	0.48%	62
2018 Q1	$857K	Sell	7,370 -150	-2%	-$17.2K	0.43%	71
2017 Q4	$769K	Hold	7,520	–	–	0.37%	90
2017 Q3	$703K	Sell	7,520 -1,300	-15%	-$120K	0.35%	100
2017 Q2	$764K	Hold	8,820	–	–	0.32%	105
2017 Q1	$728K	Hold	8,820	–	–	0.31%	107
2016 Q4	$604K	Hold	8,820	–	–	0.27%	125
2016 Q3	$629K	Hold	8,820	–	–	0.29%	116
2016 Q2	$700K	Hold	8,820	–	–	0.33%	104
2016 Q1	$651K	Hold	8,820	–	–	0.32%	112
2015 Q4	$691K	Buy	+8,820	New	+$689K	0.34%	102

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American National Registered Investment Advisor's CRM Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its Salesforce (CRM) stake by 2.9% in Q1 2022, selling an estimated $46.3K and leaving 7,257 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #45.

American National Registered Investment Advisor first reported a position in CRM in Q4 2015 and has held it in 26 quarters since. The position peaked at $2.03M in Q3 2021. 2,275 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

American National Registered Investment Advisor held 7,257 shares of Salesforce worth $1.54M as of Q1 2022.
American National Registered Investment Advisor sold 215 Salesforce shares in Q1 2022, an estimated $46.3K.
Salesforce made up 0.55% of American National Registered Investment Advisor's portfolio in Q1 2022, its #45 holding.
American National Registered Investment Advisor first reported a position in Salesforce in Q4 2015 and has held it in 26 quarters since.
American National Registered Investment Advisor's Salesforce position peaked at $2.03M in Q3 2021.
2,275 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on American National Registered Investment Advisor's 13F filing for Q1 2022, filed 13 May 2022.