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Berkshire Capital Holdings’s Salesforce CRM Stock Holding History

Berkshire Capital Holdings’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
2020
Q4 		– Sell
-10
Closed -$3K – 72
2020
Q3 		$3K Hold
10
– – ﹤0.01% 34
2020
Q2 		$2K Hold
10
– – ﹤0.01% 34
2020
Q1 		$1K Sell
10
-57,240
-100% -$9.81M ﹤0.01% 31
2019
Q4 		$9.4M Sell
57,250
-12,780
-18% -$2M 3% 18
2019
Q3 		$10.4M Buy
70,030
+70,020
+700,200% +$10.6M 3.45% 16
2019
Q2 		$2K Hold
10
– – ﹤0.01% 30
2019
Q1 		$2K Sell
10
-80,470
-100% -$12.5M ﹤0.01% 24
2018
Q4 		$11M Sell
80,480
-19,290
-19% -$2.65M 7.35% 5
2018
Q3 		$15.9M Buy
99,770
+12,020
+14% +$1.78M 7.82% 2
2018
Q2 		$12M Buy
87,750
+39,830
+83% +$5.08M 7.74% 3
2018
Q1 		$5.57M Buy
+47,920
New +$5.5M 4.98% 7

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Capital Holdings's CRM Position: Q4 2020 in Review

Berkshire Capital Holdings sold out of Salesforce (CRM) in Q4 2020, closing a stake of 10 shares — an estimated $3K sold.

Berkshire Capital Holdings first reported a position in CRM in Q1 2018 and held it in 11 quarters. The position peaked at $15.9M in Q3 2018. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Berkshire Capital Holdings reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 Salesforce shares in Q4 2020, an estimated $3K.
  • Berkshire Capital Holdings first reported a position in Salesforce in Q1 2018 and held it in 11 quarters.
  • Berkshire Capital Holdings's Salesforce position peaked at $15.9M in Q3 2018.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Berkshire Capital Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.