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Badgley, Phelps & Bell’s Salesforce CRM Stock Holding History

Badgley, Phelps & Bell’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
Q2 		$26.1M Buy
107,017
+4,786
+5% +$1.1M 0.97% 30
2021
Q1 		$21.7M Sell
102,231
-2,456
-2% -$547K 0.9% 35
2020
Q4 		$23.3M Sell
104,687
-1,594
-1% -$388K 1.01% 27
2020
Q3 		$26.7M Sell
106,281
-1,281
-1% -$280K 1.31% 17
2020
Q2 		$20.1M Sell
107,562
-498
-0.5% -$83.9K 1.11% 23
2020
Q1 		$15.6M Sell
108,060
-1,951
-2% -$335K 1.02% 30
2019
Q4 		$17.9M Sell
110,011
-404
-0.4% -$63.3K 0.94% 33
2019
Q3 		$16.4M Buy
110,415
+2,483
+2% +$377K 0.94% 36
2019
Q2 		$16.4M Sell
107,932
-1,595
-1% -$250K 0.96% 36
2019
Q1 		$17.3M Buy
109,527
+2,373
+2% +$368K 1.05% 29
2018
Q4 		$14.7M Buy
107,154
+939
+0.9% +$129K 1.06% 28
2018
Q3 		$16.9M Sell
106,215
-4,052
-4% -$601K 1.03% 26
2018
Q2 		$15M Sell
110,267
-2,236
-2% -$285K 0.98% 27
2018
Q1 		$13.1M Sell
112,503
-1,494
-1% -$172K 0.87% 36
2017
Q4 		$11.7M Sell
113,997
-1,667
-1% -$170K 0.8% 48
2017
Q3 		$10.8M Sell
115,664
-1,826
-2% -$168K 0.8% 46
2017
Q2 		$10.2M Sell
117,490
-909
-0.8% -$79.2K 0.79% 49
2017
Q1 		$9.77M Buy
118,399
+51,295
+76% +$4.1M 0.79% 46
2016
Q4 		$4.59M Sell
67,104
-12,741
-16% -$925K 0.4% 96
2016
Q3 		$5.7M Buy
79,845
+1,278
+2% +$99.7K 0.5% 91
2016
Q2 		$6.24M Buy
78,567
+1,335
+2% +$105K 0.57% 83
2016
Q1 		$5.7M Buy
+77,232
New +$5.32M 0.54% 85

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Badgley, Phelps & Bell's CRM Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Salesforce (CRM) stake by 4.7% in Q2 2021, buying an estimated $1.1M and bringing the position to 107,017 shares worth $26.1M. The position accounts for 0.97% of the portfolio, ranked #30.

Badgley, Phelps & Bell first reported a position in CRM in Q1 2016 and has held it in 22 quarters since. The position peaked at $26.7M in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Badgley, Phelps & Bell held 107,017 shares of Salesforce worth $26.1M as of Q2 2021.
  • Badgley, Phelps & Bell bought 4,786 Salesforce shares in Q2 2021, an estimated $1.1M.
  • Salesforce made up 0.97% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #30 holding.
  • Badgley, Phelps & Bell first reported a position in Salesforce in Q1 2016 and has held it in 22 quarters since.
  • Badgley, Phelps & Bell's Salesforce position peaked at $26.7M in Q3 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.