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BBR Partners’s Salesforce CRM Stock Holding History

BBR Partners’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 		– Sell
-24,728
Closed -$6.28M – 254
2021
Q4 		$6.28M Sell
24,728
-24,810
-50% -$6.97M 0.74% 17
2021
Q3 		$13.4M Buy
+49,538
New +$12.6M 1.11% 10
2020
Q1 		– Sell
-2,771
Closed -$451K – 172
2019
Q4 		$451K Buy
+2,771
New +$434K 0.05% 119

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BBR Partners's CRM Position: Q1 2022 in Review

BBR Partners sold out of Salesforce (CRM) in Q1 2022, closing a stake of 24,728 shares — an estimated $6.28M sold.

BBR Partners first reported a position in CRM in Q4 2019 and held it in 3 quarters. The position peaked at $13.4M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • BBR Partners reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • BBR Partners sold 24,728 Salesforce shares in Q1 2022, an estimated $6.28M.
  • BBR Partners first reported a position in Salesforce in Q4 2019 and held it in 3 quarters.
  • BBR Partners's Salesforce position peaked at $13.4M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on BBR Partners's 13F filing for Q1 2022, filed 16 May 2022.