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Breiter Capital Management’s Salesforce CRM Stock Holding History

Breiter Capital 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
Q1 		$207K Hold
975
– – 0.1% 129
2021
Q4 		$248K Hold
975
– – 0.12% 120
2021
Q3 		$264K Hold
975
– – 0.15% 119
2021
Q2 		$238K Buy
+975
New +$225K 0.13% 131
2021
Q1 		– Sell
-975
Closed -$217K – 61
2020
Q4 		$217K Sell
975
-40
-4% -$9.73K 0.15% 117
2020
Q3 		$255K Buy
+1,015
New +$222K 0.21% 90

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Breiter Capital Management's CRM Position: Q1 2022 in Review

Breiter Capital Management held its Salesforce (CRM) position steady in Q1 2022 at 975 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #129.

Breiter Capital Management first reported a position in CRM in Q3 2020 and has held it in 6 quarters since. The position peaked at $264K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Breiter Capital Management held 975 shares of Salesforce worth $207K as of Q1 2022.
  • Breiter Capital Management left its Salesforce share count unchanged in Q1 2022.
  • Salesforce made up 0.1% of Breiter Capital Management's portfolio in Q1 2022, its #129 holding.
  • Breiter Capital Management first reported a position in Salesforce in Q3 2020 and has held it in 6 quarters since.
  • Breiter Capital Management's Salesforce position peaked at $264K in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.