Apogem Capital’s Salesforce CRM Stock Holding History

Apogem Capital’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 Q1	–	Sell	-1,303	Closed	-$290K	–	187
2020 Q4	$290K	Buy	+1,303	New	+$317K	0.19%	133

Other funds holding CRM

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

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Apogem Capital's CRM Position: Q1 2021 in Review

Apogem Capital sold out of Salesforce (CRM) in Q1 2021, closing a stake of 1,303 shares — an estimated $290K sold.

Apogem Capital first reported a position in CRM in Q4 2020 and held it in 1 quarter. The position peaked at $290K in Q4 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

Apogem Capital reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
Apogem Capital sold 1,303 Salesforce shares in Q1 2021, an estimated $290K.
Apogem Capital first reported a position in Salesforce in Q4 2020 and held it in 1 quarter.
Apogem Capital's Salesforce position peaked at $290K in Q4 2020.
1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Apogem Capital's 13F filing for Q1 2021, filed 14 May 2021.