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Brand Asset Management Group’s Salesforce CRM Stock Holding History

Brand Asset Management Group’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
Q2 		– Sell
-192
Closed -$41K – 105
2021
Q1 		$41K Hold
192
– – 0.02% 143
2020
Q4 		$43K Hold
192
– – 0.02% 130
2020
Q3 		$48K Hold
192
– – 0.03% 124
2020
Q2 		$36K Hold
192
– – 0.02% 136
2020
Q1 		$28K Hold
192
– – 0.02% 138
2019
Q4 		$31K Hold
192
– – 0.02% 166
2019
Q3 		$29K Hold
192
– – 0.02% 173
2019
Q2 		$29K Hold
192
– – 0.02% 171
2019
Q1 		$30K Buy
+192
New +$29.8K 0.02% 158

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brand Asset Management Group's CRM Position: Q2 2021 in Review

Brand Asset Management Group sold out of Salesforce (CRM) in Q2 2021, closing a stake of 192 shares — an estimated $41K sold.

Brand Asset Management Group first reported a position in CRM in Q1 2019 and held it in 9 quarters. The position peaked at $48K in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Brand Asset Management Group reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 192 Salesforce shares in Q2 2021, an estimated $41K.
  • Brand Asset Management Group first reported a position in Salesforce in Q1 2019 and held it in 9 quarters.
  • Brand Asset Management Group's Salesforce position peaked at $48K in Q3 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.