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Cadinha & Co’s Salesforce CRM Stock Holding History

Cadinha & Co’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
Q2 		– Sell
-1,016
Closed -$216K – 97
2022
Q1 		$216K Sell
1,016
-3,034
-75% -$653K 0.03% 104
2021
Q4 		$1.03M Sell
4,050
-3,620
-47% -$1.02M 0.14% 60
2021
Q3 		$2.08M Sell
7,670
-1,078
-12% -$274K 0.3% 43
2021
Q2 		$2.14M Sell
8,748
-62,207
-88% -$14.3M 0.29% 45
2021
Q1 		$15M Buy
70,955
+68,880
+3,320% +$15.3M 2.16% 26
2020
Q4 		$462K Buy
2,075
+745
+56% +$181K 0.06% 81
2020
Q3 		$334K Sell
1,330
-900
-40% -$197K 0.06% 83
2020
Q2 		$418K Sell
2,230
-6,410
-74% -$1.08M 0.07% 71
2020
Q1 		$1.24M Buy
8,640
+245
+3% +$42K 0.33% 37
2019
Q4 		$1.36M Sell
8,395
-9,282
-53% -$1.46M 0.19% 65
2019
Q3 		$2.62M Buy
17,677
+87
+0.5% +$13.2K 0.42% 40
2019
Q2 		$2.67M Buy
17,590
+1,455
+9% +$228K 0.48% 35
2019
Q1 		$2.56M Buy
16,135
+9,800
+155% +$1.52M 0.5% 36
2018
Q4 		$868K Buy
6,335
+2,400
+61% +$330K 0.22% 56
2018
Q3 		$626K Hold
3,935
– – 0.1% 81
2018
Q2 		$537K Buy
3,935
+70
+2% +$8.93K 0.1% 78
2018
Q1 		$449K Buy
3,865
+945
+32% +$109K 0.09% 80
2017
Q4 		$299K Hold
2,920
– – 0.04% 112
2017
Q3 		$273K Buy
+2,920
New +$269K 0.05% 112

Other funds holding CRM

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cadinha & Co's CRM Position: Q2 2022 in Review

Cadinha & Co sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,016 shares — an estimated $216K sold.

Cadinha & Co first reported a position in CRM in Q3 2017 and held it in 19 quarters. The position peaked at $15M in Q1 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Cadinha & Co reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Cadinha & Co sold 1,016 Salesforce shares in Q2 2022, an estimated $216K.
  • Cadinha & Co first reported a position in Salesforce in Q3 2017 and held it in 19 quarters.
  • Cadinha & Co's Salesforce position peaked at $15M in Q1 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Cadinha & Co's 13F filing for Q2 2022, filed 5 Aug 2022.