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Country Club Trust’s Salesforce CRM Stock Holding History

Country Club Trust’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 		$1.39M Buy
5,426
+818
+18% +$230K 0.11% 153
2021
Q3 		$1.25M Buy
4,608
+167
+4% +$42.4K 0.11% 147
2021
Q2 		$1.09M Buy
4,441
+477
+12% +$110K 0.1% 151
2021
Q1 		$832K Buy
3,964
+2,442
+160% +$544K 0.08% 161
2020
Q4 		$338K Buy
+1,522
New +$370K 0.03% 200
2017
Q2 		– Sell
-6,532
Closed -$539K – 186
2017
Q1 		$539K Buy
+6,532
New +$522K 0.07% 137
2016
Q2 		– Sell
-12,200
Closed -$901K – 201
2016
Q1 		$901K Hold
12,200
– – 0.14% 118
2015
Q4 		$956K Sell
12,200
-300
-2% -$23.4K 0.15% 120
2015
Q3 		$868K Buy
+12,500
New +$886K 0.13% 126

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Country Club Trust's CRM Position: Q4 2021 in Review

Country Club Trust increased its Salesforce (CRM) stake by 18% in Q4 2021, buying an estimated $230K and bringing the position to 5,426 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #153.

Country Club Trust first reported a position in CRM in Q3 2015 and has held it in 9 quarters since. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Country Club Trust held 5,426 shares of Salesforce worth $1.39M as of Q4 2021.
  • Country Club Trust bought 818 Salesforce shares in Q4 2021, an estimated $230K.
  • Salesforce made up 0.11% of Country Club Trust's portfolio in Q4 2021, its #153 holding.
  • Country Club Trust first reported a position in Salesforce in Q3 2015 and has held it in 9 quarters since.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.