BIM
CRM icon

Baldwin Investment Management’s Salesforce CRM Stock Holding History

Baldwin Investment Management’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
-973
Closed -$264K – 256
2021
Q3 		$264K Buy
973
+135
+16% +$34.3K 0.05% 213
2021
Q2 		$205K Buy
+838
New +$193K 0.03% 245

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baldwin Investment Management's CRM Position: Q4 2021 in Review

Baldwin Investment Management sold out of Salesforce (CRM) in Q4 2021, closing a stake of 973 shares — an estimated $264K sold.

Baldwin Investment Management first reported a position in CRM in Q2 2021 and held it in 2 quarters. The position peaked at $264K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Baldwin Investment Management reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Baldwin Investment Management sold 973 Salesforce shares in Q4 2021, an estimated $264K.
  • Baldwin Investment Management first reported a position in Salesforce in Q2 2021 and held it in 2 quarters.
  • Baldwin Investment Management's Salesforce position peaked at $264K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Baldwin Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.