Clear Perspective Advisors’s Salesforce CRM Stock Holding History

Clear Perspective Advisors’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 Q4	$620K	Sell	2,439 -1,041	-30%	-$293K	0.19%	84
2021 Q3	$944K	Buy	3,480 +294	+9%	+$74.7K	0.32%	62
2021 Q2	$778K	Buy	3,186 +132	+4%	+$30.4K	0.27%	67
2021 Q1	$647K	Buy	3,054 +183	+6%	+$40.7K	0.25%	74
2020 Q4	$639K	Buy	2,871 +393	+16%	+$95.6K	0.26%	71
2020 Q3	$385	Sell	2,478 -594	-19%	-$130K	0.18%	92
2020 Q2	$575K	Buy	3,072 +1,055	+52%	+$178K	0.31%	57
2020 Q1	$290K	Buy	2,017 +328	+19%	+$56.2K	0.19%	88
2019 Q4	$275K	Sell	1,689 -38	-2%	-$5.96K	0.17%	114
2019 Q3	$256K	Buy	1,727 +81	+5%	+$12.3K	0.12%	120
2019 Q2	$250K	Buy	1,646 +72	+5%	+$11.3K	0.16%	123
2019 Q1	$250K	Buy	+1,574	New	+$244K	0.18%	124
2018 Q3	–	Sell	-575	Closed	-$78K	–	196
2018 Q2	$78K	Buy	+575	New	+$73.4K	0.05%	217

Other funds holding CRM

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Clear Perspective Advisors's CRM Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Salesforce (CRM) stake by 30% in Q4 2021, selling an estimated $293K and leaving 2,439 shares worth $620K. The position accounts for 0.19% of the portfolio, ranked #84.

Clear Perspective Advisors first reported a position in CRM in Q2 2018 and has held it in 13 quarters since. The position peaked at $944K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Clear Perspective Advisors held 2,439 shares of Salesforce worth $620K as of Q4 2021.
Clear Perspective Advisors sold 1,041 Salesforce shares in Q4 2021, an estimated $293K.
Salesforce made up 0.19% of Clear Perspective Advisors's portfolio in Q4 2021, its #84 holding.
Clear Perspective Advisors first reported a position in Salesforce in Q2 2018 and has held it in 13 quarters since.
Clear Perspective Advisors's Salesforce position peaked at $944K in Q3 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.