BPM
CRM icon

Bowling Portfolio Management’s Salesforce CRM Stock Holding History

Bowling Portfolio 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
2021
Q1 		– Sell
-2,641
Closed -$588K – 217
2020
Q4 		$588K Sell
2,641
-232
-8% -$56.4K 0.14% 199
2020
Q3 		$722K Buy
+2,873
New +$629K 0.16% 178

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

Bowling Portfolio Management's CRM Position: Q1 2021 in Review

Bowling Portfolio Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 2,641 shares — an estimated $588K sold.

Bowling Portfolio Management first reported a position in CRM in Q3 2020 and held it in 2 quarters. The position peaked at $722K in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Bowling Portfolio Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Bowling Portfolio Management sold 2,641 Salesforce shares in Q1 2021, an estimated $588K.
  • Bowling Portfolio Management first reported a position in Salesforce in Q3 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's Salesforce position peaked at $722K in Q3 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Bowling Portfolio Management's 13F filing for Q1 2021, filed 19 Apr 2021.