CMO
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Covenant Multifamily Offices’s Salesforce CRM Stock Holding History

Covenant Multifamily Offices’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 		$279K Buy
1,028
+173
+20% +$43.9K 0.05% 188
2021
Q2 		$209K Buy
+855
New +$197K 0.04% 221

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

Covenant Multifamily Offices's CRM Position: Q3 2021 in Review

Covenant Multifamily Offices increased its Salesforce (CRM) stake by 20% in Q3 2021, buying an estimated $43.9K and bringing the position to 1,028 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #188.

Covenant Multifamily Offices first reported a position in CRM in Q2 2021 and has held it in 2 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Covenant Multifamily Offices held 1,028 shares of Salesforce worth $279K as of Q3 2021.
  • Covenant Multifamily Offices bought 173 Salesforce shares in Q3 2021, an estimated $43.9K.
  • Salesforce made up 0.05% of Covenant Multifamily Offices's portfolio in Q3 2021, its #188 holding.
  • Covenant Multifamily Offices first reported a position in Salesforce in Q2 2021 and has held it in 2 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.