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Bruderman Asset Management’s Salesforce CRM Stock Holding History

Bruderman Asset 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
-978
Closed -$218K – 120
2020
Q4 		$218K Buy
978
+174
+22% +$42.3K 0.06% 103
2020
Q3 		$202K Buy
+804
New +$176K 0.07% 93
2019
Q2 		– Sell
-62
Closed -$10K – 207
2019
Q1 		$10K Hold
62
– – ﹤0.01% 439
2018
Q4 		$8K Buy
+62
New +$8.53K ﹤0.01% 450

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

Bruderman Asset Management's CRM Position: Q1 2021 in Review

Bruderman Asset Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 978 shares — an estimated $218K sold.

Bruderman Asset Management first reported a position in CRM in Q4 2018 and held it in 4 quarters. The position peaked at $218K in Q4 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Bruderman Asset Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 978 Salesforce shares in Q1 2021, an estimated $218K.
  • Bruderman Asset Management first reported a position in Salesforce in Q4 2018 and held it in 4 quarters.
  • Bruderman Asset Management's Salesforce position peaked at $218K in Q4 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Bruderman Asset Management's 13F filing for Q1 2021, filed 23 Apr 2021.