BP
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Broadleaf Partners’s Salesforce CRM Stock Holding History

Broadleaf Partners’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
-25,558
Closed -$5.42M – 74
2021
Q1 		$5.42M Buy
25,558
+1,035
+4% +$230K 2.04% 20
2020
Q4 		$5.46M Buy
24,523
+4,441
+22% +$1.08M 2.15% 19
2020
Q3 		$5.05M Sell
20,082
-122
-0.6% -$26.7K 2.22% 18
2020
Q2 		$3.79M Buy
20,204
+140
+0.7% +$23.6K 1.85% 20
2020
Q1 		$2.89M Sell
20,064
-173
-0.9% -$29.7K 1.86% 22
2019
Q4 		$3.29M Sell
20,237
-6,275
-24% -$984K 1.8% 24
2019
Q3 		$3.94M Sell
26,512
-4,944
-16% -$751K 2.46% 17
2019
Q2 		$4.77M Buy
31,456
+137
+0.4% +$21.5K 3.05% 8
2019
Q1 		$4.96M Sell
31,319
-318
-1% -$49.3K 3.46% 7
2018
Q4 		$4.33M Sell
31,637
-456
-1% -$62.7K 3.46% 6
2018
Q3 		$5.1M Sell
32,093
-531
-2% -$78.8K 3.42% 7
2018
Q2 		$4.45M Buy
+32,624
New +$4.16M 3.26% 9

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

Broadleaf Partners's CRM Position: Q2 2021 in Review

Broadleaf Partners sold out of Salesforce (CRM) in Q2 2021, closing a stake of 25,558 shares — an estimated $5.42M sold.

Broadleaf Partners first reported a position in CRM in Q2 2018 and held it in 12 quarters. The position peaked at $5.46M in Q4 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Broadleaf Partners reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Broadleaf Partners sold 25,558 Salesforce shares in Q2 2021, an estimated $5.42M.
  • Broadleaf Partners first reported a position in Salesforce in Q2 2018 and held it in 12 quarters.
  • Broadleaf Partners's Salesforce position peaked at $5.46M in Q4 2020.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Broadleaf Partners's 13F filing for Q2 2021, filed 15 Jul 2021.