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Berry Group’s Salesforce CRM Stock Holding History

Berry Group’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 		$1.21M Buy
5,450
+225
+4% +$54.7K 0.55% 41
2020
Q3 		$1.31M Buy
5,225
+578
+12% +$127K 0.71% 33
2020
Q2 		$871K Buy
4,647
+405
+10% +$68.2K 0.54% 44
2020
Q1 		$611K Buy
4,242
+138
+3% +$23.7K 0.46% 51
2019
Q4 		$667K Buy
+4,104
New +$643K 0.36% 55

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

Berry Group's CRM Position: Q4 2020 in Review

Berry Group increased its Salesforce (CRM) stake by 4.3% in Q4 2020, buying an estimated $54.7K and bringing the position to 5,450 shares worth $1.21M. The position accounts for 0.55% of the portfolio, ranked #41.

Berry Group first reported a position in CRM in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Berry Group held 5,450 shares of Salesforce worth $1.21M as of Q4 2020.
  • Berry Group bought 225 Salesforce shares in Q4 2020, an estimated $54.7K.
  • Salesforce made up 0.55% of Berry Group's portfolio in Q4 2020, its #41 holding.
  • Berry Group first reported a position in Salesforce in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Salesforce position peaked at $1.31M in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.