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Cardan Capital Partners’s Salesforce CRM Stock Holding History

Cardan Capital 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
Q3 		$491K Hold
1,812
– – 0.06% 158
2021
Q2 		$443K Sell
1,812
-100
-5% -$23K 0.05% 166
2021
Q1 		$405K Hold
1,912
– – 0.05% 163
2020
Q4 		$425K Hold
1,912
– – 0.05% 149
2020
Q3 		$481K Buy
1,912
+100
+6% +$21.9K 0.06% 149
2020
Q2 		$339K Buy
+1,812
New +$305K 0.05% 165
2019
Q4 		– Sell
-1,551
Closed -$230K – 185
2019
Q3 		$230K Buy
+1,551
New +$236K 0.03% 179

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cardan Capital Partners's CRM Position: Q3 2021 in Review

Cardan Capital Partners held its Salesforce (CRM) position steady in Q3 2021 at 1,812 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #158.

Cardan Capital Partners first reported a position in CRM in Q3 2019 and has held it in 7 quarters since. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Cardan Capital Partners held 1,812 shares of Salesforce worth $491K as of Q3 2021.
  • Cardan Capital Partners left its Salesforce share count unchanged in Q3 2021.
  • Salesforce made up 0.06% of Cardan Capital Partners's portfolio in Q3 2021, its #158 holding.
  • Cardan Capital Partners first reported a position in Salesforce in Q3 2019 and has held it in 7 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.