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Blue Edge Capital’s Salesforce CRM Stock Holding History

Blue Edge Capital’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
-6,175
Closed -$1.37M – 96
2020
Q4 		$1.37M Sell
6,175
-273
-4% -$66.4K 0.33% 63
2020
Q3 		$1.62M Sell
6,448
-65
-1% -$14.2K 0.44% 51
2020
Q2 		$1.22M Buy
6,513
+480
+8% +$80.9K 0.37% 58
2020
Q1 		$869K Buy
6,033
+2,020
+50% +$346K 0.31% 59
2019
Q4 		$653K Sell
4,013
-1,067
-21% -$167K 0.21% 68
2019
Q3 		$754K Hold
5,080
– – 0.26% 63
2019
Q2 		$771K Buy
5,080
+1,457
+40% +$228K 0.27% 60
2019
Q1 		$574K Buy
+3,623
New +$562K 0.22% 70

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

Blue Edge Capital's CRM Position: Q1 2021 in Review

Blue Edge Capital sold out of Salesforce (CRM) in Q1 2021, closing a stake of 6,175 shares — an estimated $1.37M sold.

Blue Edge Capital first reported a position in CRM in Q1 2019 and held it in 8 quarters. The position peaked at $1.62M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Blue Edge Capital reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Blue Edge Capital sold 6,175 Salesforce shares in Q1 2021, an estimated $1.37M.
  • Blue Edge Capital first reported a position in Salesforce in Q1 2019 and held it in 8 quarters.
  • Blue Edge Capital's Salesforce position peaked at $1.62M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Blue Edge Capital's 13F filing for Q1 2021, filed 12 May 2021.