ArchPoint Investors’s Salesforce CRM Stock Holding History

ArchPoint Investors’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 Q4	–	Sell	-1,346	Closed	-$365K	–	81
2021 Q3	$365K	Buy	+1,346	New	+$342K	0.11%	65
2019 Q3	–	Sell	-772	Closed	-$117K	–	133
2019 Q2	$117K	Hold	772	–	–	0.04%	90
2019 Q1	$122K	Hold	772	–	–	0.04%	88
2018 Q4	$106K	Hold	772	–	–	0.04%	82
2018 Q3	$123K	Buy	+772	New	+$115K	0.03%	98
2018 Q2	–	Sell	-337	Closed	-$39K	–	140
2018 Q1	$39K	Hold	337	–	–	0.01%	136
2017 Q4	$34K	Buy	+337	New	+$34.3K	0.01%	130

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

ArchPoint Investors's CRM Position: Q4 2021 in Review

ArchPoint Investors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 1,346 shares — an estimated $365K sold.

ArchPoint Investors first reported a position in CRM in Q4 2017 and held it in 7 quarters. The position peaked at $365K in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

ArchPoint Investors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
ArchPoint Investors sold 1,346 Salesforce shares in Q4 2021, an estimated $365K.
ArchPoint Investors first reported a position in Salesforce in Q4 2017 and held it in 7 quarters.
ArchPoint Investors's Salesforce position peaked at $365K in Q3 2021.
2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on ArchPoint Investors's 13F filing for Q4 2021, filed 11 Feb 2022.