BIA
CRM icon

Biondo Investment Advisors’s Salesforce CRM Stock Holding History

Biondo Investment 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
Q1 		– Sell
-30,986
Closed -$6.89M – 83
2020
Q4 		$6.89M Buy
30,986
+255
+0.8% +$62K 1.32% 23
2020
Q3 		$7.72M Buy
30,731
+75
+0.2% +$16.4K 1.67% 18
2020
Q2 		$5.74M Sell
30,656
-531
-2% -$89.5K 1.45% 20
2020
Q1 		$4.49M Sell
31,187
-985
-3% -$169K 1.49% 27
2019
Q4 		$5.23M Sell
32,172
-415
-1% -$65.1K 1.21% 29
2019
Q3 		$4.84M Sell
32,587
-50
-0.2% -$7.6K 1.24% 26
2019
Q2 		$4.95M Buy
32,637
+522
+2% +$81.8K 1.17% 29
2019
Q1 		$5.09M Buy
+32,115
New +$4.98M 1.28% 28

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Biondo Investment Advisors's CRM Position: Q1 2021 in Review

Biondo Investment Advisors sold out of Salesforce (CRM) in Q1 2021, closing a stake of 30,986 shares — an estimated $6.89M sold.

Biondo Investment Advisors first reported a position in CRM in Q1 2019 and held it in 8 quarters. The position peaked at $7.72M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Biondo Investment Advisors reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Biondo Investment Advisors sold 30,986 Salesforce shares in Q1 2021, an estimated $6.89M.
  • Biondo Investment Advisors first reported a position in Salesforce in Q1 2019 and held it in 8 quarters.
  • Biondo Investment Advisors's Salesforce position peaked at $7.72M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Biondo Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.