BC
CRM icon

Barnett & Company’s Salesforce CRM Stock Holding History

Barnett & Company’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 		– Sell
-25
Closed -$5K – 237
2021
Q1 		$5K Hold
25
– – ﹤0.01% 257
2020
Q4 		$5K Hold
25
– – ﹤0.01% 256
2020
Q3 		$6K Sell
25
-25
-50% -$5.47K ﹤0.01% 253
2020
Q2 		$9K Hold
50
– – 0.01% 224
2020
Q1 		$7K Hold
50
– – 0.01% 267
2019
Q4 		$8K Hold
50
– – ﹤0.01% 339
2019
Q3 		$7K Buy
+50
New +$7.6K ﹤0.01% 271

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Barnett & Company's CRM Position: Q2 2021 in Review

Barnett & Company sold out of Salesforce (CRM) in Q2 2021, closing a stake of 25 shares — an estimated $5K sold.

Barnett & Company first reported a position in CRM in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q2 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Barnett & Company reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Barnett & Company sold 25 Salesforce shares in Q2 2021, an estimated $5K.
  • Barnett & Company first reported a position in Salesforce in Q3 2019 and held it in 7 quarters.
  • Barnett & Company's Salesforce position peaked at $9K in Q2 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Barnett & Company's 13F filing for Q2 2021, filed 20 Jul 2021.