Blue Square Asset Management’s Salesforce CRM Stock Holding History

Blue Square Asset Management’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
2022 Q2	–	Sell	-6,253	Closed	-$1.33M	–	57
2022 Q1	$1.33M	Buy	6,253 +108	+2%	+$23.2K	1.11%	29
2021 Q4	$1.56M	Buy	6,145 +23	+0.4%	+$6.46K	0.97%	30
2021 Q3	$1.66M	Buy	6,122 +248	+4%	+$63K	1.04%	25
2021 Q2	$1.44M	Buy	+5,874	New	+$1.35M	0.88%	33
2020 Q3	–	Sell	-60	Closed	-$11K	–	101
2020 Q2	$11K	Buy	+60	New	+$10.1K	0.01%	163

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Square Asset Management's CRM Position: Q2 2022 in Review

Blue Square Asset Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 6,253 shares — an estimated $1.33M sold.

Blue Square Asset Management first reported a position in CRM in Q2 2020 and held it in 5 quarters. The position peaked at $1.66M in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Blue Square Asset Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
Blue Square Asset Management sold 6,253 Salesforce shares in Q2 2022, an estimated $1.33M.
Blue Square Asset Management first reported a position in Salesforce in Q2 2020 and held it in 5 quarters.
Blue Square Asset Management's Salesforce position peaked at $1.66M in Q3 2021.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Blue Square Asset Management's 13F filing for Q2 2022, filed 11 Aug 2022.