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Cooper/Haims Advisors’s Salesforce CRM Stock Holding History

Cooper/Haims 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
Q3 		– Sell
-843
Closed -$206K – 84
2021
Q2 		$206K Sell
843
-450
-35% -$104K 0.14% 79
2021
Q1 		$274K Buy
1,293
+225
+21% +$50.1K 0.19% 58
2020
Q4 		$238K Sell
1,068
-8
-0.7% -$1.95K 0.18% 57
2020
Q3 		$270K Buy
+1,076
New +$236K 0.22% 47

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
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

Cooper/Haims Advisors's CRM Position: Q3 2021 in Review

Cooper/Haims Advisors sold out of Salesforce (CRM) in Q3 2021, closing a stake of 843 shares — an estimated $206K sold.

Cooper/Haims Advisors first reported a position in CRM in Q3 2020 and held it in 4 quarters. The position peaked at $274K in Q1 2021. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Cooper/Haims Advisors reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 843 Salesforce shares in Q3 2021, an estimated $206K.
  • Cooper/Haims Advisors first reported a position in Salesforce in Q3 2020 and held it in 4 quarters.
  • Cooper/Haims Advisors's Salesforce position peaked at $274K in Q1 2021.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Cooper/Haims Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.