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Bingham Osborn & Scarborough’s Salesforce CRM Stock Holding History

Bingham Osborn & Scarborough’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
-1,432
Closed -$388K – 33
2021
Q3 		$388K Buy
1,432
+95
+7% +$24.1K 0.03% 111
2021
Q2 		$327K Buy
+1,337
New +$308K 0.02% 121
2020
Q4 		– Sell
-13,077
Closed -$3.29M – 141
2020
Q3 		$3.29M Sell
13,077
-54
-0.4% -$11.8K 0.25% 32
2020
Q2 		$2.46M Sell
13,131
-1,049
-7% -$177K 0.2% 37
2020
Q1 		$2.04M Sell
14,180
-1,616
-10% -$277K 0.2% 36
2019
Q4 		$2.57M Sell
15,796
-1,210
-7% -$190K 0.21% 33
2019
Q3 		$2.52M Buy
17,006
+34
+0.2% +$5.17K 0.22% 32
2019
Q2 		$2.58M Sell
16,972
-2,988
-15% -$468K 0.23% 30
2019
Q1 		$3.16M Sell
19,960
-1,320
-6% -$205K 0.29% 29
2018
Q4 		$2.92M Sell
21,280
-2,320
-10% -$319K 0.3% 29
2018
Q3 		$3.75M Sell
23,600
-192
-0.8% -$28.5K 0.33% 26
2018
Q2 		$3.25M Buy
23,792
+1,096
+5% +$140K 0.31% 28
2018
Q1 		$2.64M Sell
22,696
-140
-0.6% -$16.1K 0.25% 31
2017
Q4 		$2.33M Sell
22,836
-1,220
-5% -$124K 0.21% 30
2017
Q3 		$2.25M Sell
24,056
-326
-1% -$30K 0.21% 31
2017
Q2 		$2.11M Buy
24,382
+5,981
+33% +$521K 0.2% 31
2017
Q1 		$1.52M Sell
18,401
-1,376
-7% -$110K 0.15% 33
2016
Q4 		$1.35M Buy
19,777
+1,236
+7% +$89.7K 0.14% 35
2016
Q3 		$1.32M Buy
18,541
+31
+0.2% +$2.42K 0.14% 36
2016
Q2 		$1.47M Sell
18,510
-477
-3% -$37.4K 0.17% 34
2016
Q1 		$1.4M Sell
18,987
-841
-4% -$57.9K 0.16% 35
2015
Q4 		$1.55M Buy
19,828
+902
+5% +$70.4K 0.19% 34
2015
Q3 		$1.31M Buy
18,926
+1,725
+10% +$122K 0.17% 38
2015
Q2 		$1.2M Buy
17,201
+2,010
+13% +$143K 0.14% 37
2015
Q1 		$1.01M Buy
+15,191
New +$942K 0.12% 39

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

Bingham Osborn & Scarborough's CRM Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Salesforce (CRM) in Q4 2021, closing a stake of 1,432 shares — an estimated $388K sold.

Bingham Osborn & Scarborough first reported a position in CRM in Q1 2015 and held it in 25 quarters. The position peaked at $3.75M in Q3 2018. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,432 Salesforce shares in Q4 2021, an estimated $388K.
  • Bingham Osborn & Scarborough first reported a position in Salesforce in Q1 2015 and held it in 25 quarters.
  • Bingham Osborn & Scarborough's Salesforce position peaked at $3.75M in Q3 2018.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.