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Biltmore Capital Advisors’s Salesforce CRM Stock Holding History

Biltmore 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
Q4 		– Sell
-751
Closed -$204K – 162
2021
Q3 		$204K Sell
751
-79
-10% -$20.1K 0.04% 143
2021
Q2 		$203K Buy
+830
New +$191K 0.04% 126
2021
Q1 		– Sell
-1,006
Closed -$224K – 136
2020
Q4 		$224K Buy
1,006
+204
+25% +$49.6K 0.06% 93
2020
Q3 		$202K Buy
+802
New +$176K 0.06% 83

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Biltmore Capital Advisors's CRM Position: Q4 2021 in Review

Biltmore Capital Advisors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 751 shares — an estimated $204K sold.

Biltmore Capital Advisors first reported a position in CRM in Q3 2020 and held it in 4 quarters. The position peaked at $224K in Q4 2020. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Biltmore Capital Advisors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Biltmore Capital Advisors sold 751 Salesforce shares in Q4 2021, an estimated $204K.
  • Biltmore Capital Advisors first reported a position in Salesforce in Q3 2020 and held it in 4 quarters.
  • Biltmore Capital Advisors's Salesforce position peaked at $224K in Q4 2020.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.