CAM
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Concorde Asset Management’s Salesforce CRM Stock Holding History

Concorde Asset Management’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
-3,764
Closed -$957K – 160
2021
Q4 		$957K Buy
3,764
+34
+0.9% +$9.55K 0.57% 65
2021
Q3 		$1.01M Buy
+3,730
New +$947K 0.58% 55
2019
Q3 		– Sell
-3,619
Closed -$549K – 155
2019
Q2 		$549K Sell
3,619
-70
-2% -$11K 0.32% 99
2019
Q1 		$585K Buy
+3,689
New +$572K 0.38% 88

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Concorde Asset Management's CRM Position: Q1 2022 in Review

Concorde Asset Management sold out of Salesforce (CRM) in Q1 2022, closing a stake of 3,764 shares — an estimated $957K sold.

Concorde Asset Management first reported a position in CRM in Q1 2019 and held it in 4 quarters. The position peaked at $1.01M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Concorde Asset Management reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Concorde Asset Management sold 3,764 Salesforce shares in Q1 2022, an estimated $957K.
  • Concorde Asset Management first reported a position in Salesforce in Q1 2019 and held it in 4 quarters.
  • Concorde Asset Management's Salesforce position peaked at $1.01M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Concorde Asset Management's 13F filing for Q1 2022, filed 22 Apr 2022.