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Bel Air Investment Advisors’s Salesforce CRM Stock Holding History

Bel Air Investment Advisors’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 		$5M Sell
20,473
-1,406
-6% -$324K 0.15% 76
2021
Q1 		$4.64M Buy
+21,879
New +$4.87M 0.15% 87

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

Bel Air Investment Advisors's CRM Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Salesforce (CRM) stake by 6.4% in Q2 2021, selling an estimated $324K and leaving 20,473 shares worth $5M. The position accounts for 0.15% of the portfolio, ranked #76.

Bel Air Investment Advisors first reported a position in CRM in Q1 2021 and has held it in 2 quarters since. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Bel Air Investment Advisors held 20,473 shares of Salesforce worth $5M as of Q2 2021.
  • Bel Air Investment Advisors sold 1,406 Salesforce shares in Q2 2021, an estimated $324K.
  • Salesforce made up 0.15% of Bel Air Investment Advisors's portfolio in Q2 2021, its #76 holding.
  • Bel Air Investment Advisors first reported a position in Salesforce in Q1 2021 and has held it in 2 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.