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Berman Capital Advisors’s Salesforce CRM Stock Holding History

Berman Capital 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
Q3 		$1.92M Buy
7,082
+2,201
+45% +$559K 0.3% 45
2021
Q2 		$1.19M Buy
4,881
+1,980
+68% +$456K 0.19% 63
2021
Q1 		$613K Buy
2,901
+515
+22% +$115K 0.13% 85
2020
Q4 		$529K Buy
2,386
+176
+8% +$42.8K 0.13% 82
2020
Q3 		$553K Buy
2,210
+59
+3% +$12.9K 0.16% 68
2020
Q2 		$401K Buy
2,151
+230
+12% +$38.8K 0.11% 80
2020
Q1 		$274K Sell
1,921
-796
-29% -$136K 0.09% 91
2019
Q4 		$441K Sell
2,717
-996
-27% -$156K 0.13% 77
2019
Q3 		$550K Buy
3,713
+159
+4% +$24.2K 0.17% 64
2019
Q2 		$538K Buy
3,554
+273
+8% +$42.8K 0.17% 61
2019
Q1 		$517K Buy
3,281
+261
+9% +$40.5K 0.17% 64
2018
Q4 		$411K Buy
+3,020
New +$415K 0.16% 58

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Berman Capital Advisors's CRM Position: Q3 2021 in Review

Berman Capital Advisors increased its Salesforce (CRM) stake by 45% in Q3 2021, buying an estimated $559K and bringing the position to 7,082 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #45.

Berman Capital Advisors first reported a position in CRM in Q4 2018 and has held it in 12 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Berman Capital Advisors held 7,082 shares of Salesforce worth $1.92M as of Q3 2021.
  • Berman Capital Advisors bought 2,201 Salesforce shares in Q3 2021, an estimated $559K.
  • Salesforce made up 0.3% of Berman Capital Advisors's portfolio in Q3 2021, its #45 holding.
  • Berman Capital Advisors first reported a position in Salesforce in Q4 2018 and has held it in 12 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.