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Cedar Capital’s Salesforce CRM Stock Holding History

Cedar Capital’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
2020
Q4 		– Sell
-15,630
Closed -$3.93M – 82
2020
Q3 		$3.93M Sell
15,630
-16,126
-51% -$3.53M 1.3% 23
2020
Q2 		$5.95M Sell
31,756
-2,524
-7% -$425K 2.28% 6
2020
Q1 		$4.94M Buy
34,280
+16,309
+91% +$2.8M 2.33% 8
2019
Q4 		$2.92M Sell
17,971
-1,685
-9% -$264K 1.35% 13
2019
Q3 		$2.92M Sell
19,656
-5,073
-21% -$771K 1.36% 14
2019
Q2 		$3.75M Buy
24,729
+6,540
+36% +$1.02M 1.6% 12
2019
Q1 		$2.88M Buy
18,189
+1,189
+7% +$184K 1.27% 14
2018
Q4 		$2.33M Sell
17,000
-1,510
-8% -$208K 1.18% 13
2018
Q3 		$2.94M Buy
18,510
+3,732
+25% +$554K 1.14% 16
2018
Q2 		$2.02M Buy
14,778
+4,268
+41% +$545K 0.89% 22
2018
Q1 		$1.22M Buy
10,510
+4,219
+67% +$484K 0.57% 39
2017
Q4 		$643K Buy
6,291
+1,601
+34% +$163K 0.31% 46
2017
Q3 		$438K Buy
4,690
+1,205
+35% +$111K 0.21% 53
2017
Q2 		$302K Buy
3,485
+480
+16% +$41.8K 0.13% 59
2017
Q1 		$248K Sell
3,005
-1,196
-28% -$95.5K 0.1% 82
2016
Q4 		$288K Buy
4,201
+55
+1% +$3.99K 0.11% 64
2016
Q3 		$296K Buy
4,146
+53
+1% +$4.13K 0.11% 76
2016
Q2 		$325K Buy
4,093
+530
+15% +$41.6K 0.11% 63
2016
Q1 		$263K Sell
3,563
-1
-0% -$69 0.08% 61
2015
Q4 		$279K Buy
+3,564
New +$278K 0.06% 60

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Capital's CRM Position: Q4 2020 in Review

Cedar Capital sold out of Salesforce (CRM) in Q4 2020, closing a stake of 15,630 shares — an estimated $3.93M sold.

Cedar Capital first reported a position in CRM in Q4 2015 and held it in 20 quarters. The position peaked at $5.95M in Q2 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Cedar Capital reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 15,630 Salesforce shares in Q4 2020, an estimated $3.93M.
  • Cedar Capital first reported a position in Salesforce in Q4 2015 and held it in 20 quarters.
  • Cedar Capital's Salesforce position peaked at $5.95M in Q2 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.