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C.M. Bidwell & Associates’s Salesforce CRM Stock Holding History

C.M. Bidwell & Associates’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 		– Sell
-457
Closed -$116K – 549
2021
Q4 		$116K Buy
+457
New +$128K 0.07% 229
2021
Q1 		– Sell
-810
Closed -$180K – 516
2020
Q4 		$180K Sell
810
-93
-10% -$22.6K 0.15% 124
2020
Q3 		$227K Buy
903
+246
+37% +$53.9K 0.21% 90
2020
Q2 		$123K Sell
657
-2,570
-80% -$433K 0.11% 180
2020
Q1 		$465K Buy
+3,227
New +$553K 0.49% 48
2019
Q4 		– Sell
-28
Closed -$4K – 412
2019
Q3 		$4K Buy
+28
New +$4.25K ﹤0.01% 354
2019
Q2 		– Sell
-1,835
Closed -$291K – 406
2019
Q1 		$291K Sell
1,835
-50
-3% -$7.75K 0.29% 96
2018
Q4 		$258K Buy
1,885
+15
+0.8% +$2.06K 0.28% 94
2018
Q3 		$297K Sell
1,870
-190
-9% -$28.2K 0.28% 94
2018
Q2 		$281K Sell
2,060
-500
-20% -$63.8K 0.26% 104
2018
Q1 		$298K Buy
+2,560
New +$294K 0.27% 101

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

C.M. Bidwell & Associates's CRM Position: Q1 2022 in Review

C.M. Bidwell & Associates sold out of Salesforce (CRM) in Q1 2022, closing a stake of 457 shares — an estimated $116K sold.

C.M. Bidwell & Associates first reported a position in CRM in Q1 2018 and held it in 11 quarters. The position peaked at $465K in Q1 2020. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • C.M. Bidwell & Associates reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 457 Salesforce shares in Q1 2022, an estimated $116K.
  • C.M. Bidwell & Associates first reported a position in Salesforce in Q1 2018 and held it in 11 quarters.
  • C.M. Bidwell & Associates's Salesforce position peaked at $465K in Q1 2020.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2022, filed 29 Apr 2022.