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Bessemer Securities’s Salesforce CRM Stock Holding History

Bessemer Securities’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
-3,450
Closed -$867K – 85
2020
Q3 		$867K Sell
3,450
-1,350
-28% -$296K 0.4% 29
2020
Q2 		$899K Hold
4,800
– – 0.46% 28
2020
Q1 		$691K Hold
4,800
– – 0.34% 46
2019
Q4 		$781K Hold
4,800
– – 0.31% 57
2019
Q3 		$713K Hold
4,800
– – 0.3% 59
2019
Q2 		$728K Hold
4,800
– – 0.3% 59
2019
Q1 		$760K Hold
4,800
– – 0.26% 61
2018
Q4 		$657K Buy
+4,800
New +$660K 0.25% 63

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

Bessemer Securities's CRM Position: Q4 2020 in Review

Bessemer Securities sold out of Salesforce (CRM) in Q4 2020, closing a stake of 3,450 shares — an estimated $867K sold.

Bessemer Securities first reported a position in CRM in Q4 2018 and held it in 8 quarters. The position peaked at $899K in Q2 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Bessemer Securities reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Bessemer Securities sold 3,450 Salesforce shares in Q4 2020, an estimated $867K.
  • Bessemer Securities first reported a position in Salesforce in Q4 2018 and held it in 8 quarters.
  • Bessemer Securities's Salesforce position peaked at $899K in Q2 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Bessemer Securities's 13F filing for Q4 2020, filed 9 Feb 2021.