Barrett Asset Management’s Salesforce CRM Stock Holding History

Barrett Asset 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
2022 Q1	$1.34M	Sell	6,295 -203	-3%	-$43.7K	0.06%	97
2021 Q4	$1.65M	Buy	6,498 +561	+9%	+$158K	0.06%	93
2021 Q3	$1.61M	Buy	5,937 +105	+2%	+$26.7K	0.07%	92
2021 Q2	$1.43M	Sell	5,832 -25	-0.4%	-$5.76K	0.07%	96
2021 Q1	$1.24M	Buy	5,857 +129	+2%	+$28.7K	0.06%	97
2020 Q4	$1.27M	Buy	5,728 +398	+7%	+$96.8K	0.07%	91
2020 Q3	$1.34M	Buy	5,330 +2,267	+74%	+$496K	0.08%	83
2020 Q2	$574K	Buy	3,063 +2,863	+1,432%	+$482K	0.04%	102
2020 Q1	$29K	Hold	200	–	–	﹤0.01%	255
2019 Q4	$33K	Hold	200	–	–	﹤0.01%	274
2019 Q3	$30K	Hold	200	–	–	﹤0.01%	263
2019 Q2	$30K	Hold	200	–	–	﹤0.01%	262
2019 Q1	$32K	Hold	200	–	–	﹤0.01%	262
2018 Q4	$27K	Hold	200	–	–	﹤0.01%	266
2018 Q3	$32K	Hold	200	–	–	﹤0.01%	271
2018 Q2	$27K	Hold	200	–	–	﹤0.01%	283
2018 Q1	$23K	Hold	200	–	–	﹤0.01%	298
2017 Q4	$20K	Buy	+200	New	+$20.4K	﹤0.01%	315
2015 Q1	–	Sell	-60	Closed	-$4K	–	357
2014 Q4	$4K	Hold	60	–	–	﹤0.01%	348
2014 Q3	$3K	Hold	60	–	–	﹤0.01%	356
2014 Q2	$3K	Hold	60	–	–	﹤0.01%	345
2014 Q1	$3K	Hold	60	–	–	﹤0.01%	334
2013 Q4	$3K	Hold	60	–	–	﹤0.01%	316
2013 Q3	$3K	Hold	60	–	–	﹤0.01%	329
2013 Q2	$2K	Buy	+60	New	+$2.48K	﹤0.01%	335

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Barrett Asset Management's CRM Position: Q1 2022 in Review

Barrett Asset Management reduced its Salesforce (CRM) stake by 3.1% in Q1 2022, selling an estimated $43.7K and leaving 6,295 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #97.

Barrett Asset Management first reported a position in CRM in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Barrett Asset Management held 6,295 shares of Salesforce worth $1.34M as of Q1 2022.
Barrett Asset Management sold 203 Salesforce shares in Q1 2022, an estimated $43.7K.
Salesforce made up 0.06% of Barrett Asset Management's portfolio in Q1 2022, its #97 holding.
Barrett Asset Management first reported a position in Salesforce in Q2 2013 and has held it in 25 quarters since.
Barrett Asset Management's Salesforce position peaked at $1.65M in Q4 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.