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BRR OpCo’s Salesforce CRM Stock Holding History

BRR OpCo’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
Q4 		– Sell
-5,858
Closed -$1.59M – 217
2021
Q3 		$1.59M Buy
5,858
+4,400
+302% +$1.12M 0.18% 77
2021
Q2 		$356K Sell
1,458
-1,034
-41% -$238K 0.04% 163
2021
Q1 		$528K Buy
+2,492
New +$555K 0.06% 127
2020
Q4 		– Sell
-1,360
Closed -$342K – 182
2020
Q3 		$342K Buy
1,360
+120
+10% +$26.3K 0.06% 134
2020
Q2 		$232K Buy
+1,240
New +$209K 0.04% 153
2020
Q1 		– Sell
-1,303
Closed -$212K – 168
2019
Q4 		$212K Buy
+1,303
New +$204K 0.03% 173
2019
Q3 		– Sell
-1,348
Closed -$205K – 189
2019
Q2 		$205K Sell
1,348
-258
-16% -$40.4K 0.03% 180
2019
Q1 		$254K Buy
+1,606
New +$249K 0.04% 136

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

BRR OpCo's CRM Position: Q4 2021 in Review

BRR OpCo sold out of Salesforce (CRM) in Q4 2021, closing a stake of 5,858 shares — an estimated $1.59M sold.

BRR OpCo first reported a position in CRM in Q1 2019 and held it in 8 quarters. The position peaked at $1.59M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • BRR OpCo reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • BRR OpCo sold 5,858 Salesforce shares in Q4 2021, an estimated $1.59M.
  • BRR OpCo first reported a position in Salesforce in Q1 2019 and held it in 8 quarters.
  • BRR OpCo's Salesforce position peaked at $1.59M in Q3 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on BRR OpCo's 13F filing for Q4 2021, filed 7 Feb 2022.