Cerity Partners OCIO’s Salesforce CRM Stock Holding History

Cerity Partners OCIO’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	-804	Closed	-$204K	–	429
2021 Q4	$204K	Sell	804 -74	-8%	-$20.8K	0.01%	406
2021 Q3	$238K	Buy	+878	New	+$223K	0.01%	386

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cerity Partners OCIO's CRM Position: Q1 2022 in Review

Cerity Partners OCIO sold out of Salesforce (CRM) in Q1 2022, closing a stake of 804 shares — an estimated $204K sold.

Cerity Partners OCIO first reported a position in CRM in Q3 2021 and held it in 2 quarters. The position peaked at $238K in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Cerity Partners OCIO reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Cerity Partners OCIO sold 804 Salesforce shares in Q1 2022, an estimated $204K.
Cerity Partners OCIO first reported a position in Salesforce in Q3 2021 and held it in 2 quarters.
Cerity Partners OCIO's Salesforce position peaked at $238K in Q3 2021.
2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Cerity Partners OCIO's 13F filing for Q1 2022, filed 27 Apr 2022.