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CSat Investment Advisory’s Salesforce CRM Stock Holding History

CSat Investment Advisory’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
Q1 		$4K Buy
20
+7
+54% +$1.56K ﹤0.01% 501
2020
Q4 		$3K Sell
13
-9,159
-100% -$2.23M ﹤0.01% 504
2020
Q3 		$2.31M Buy
9,172
+366
+4% +$80.1K 0.21% 54
2020
Q2 		$1.65M Buy
8,806
+3,088
+54% +$520K 0.2% 49
2020
Q1 		$823K Buy
5,718
+1,674
+41% +$287K 0.17% 80
2019
Q4 		$658K Buy
4,044
+189
+5% +$29.6K 0.17% 104
2019
Q3 		$572K Buy
3,855
+475
+14% +$72.2K 0.18% 99
2019
Q2 		$512K Buy
3,380
+3,364
+21,025% +$527K 0.18% 100
2019
Q1 		$3K Sell
16
-2
-11% -$310 ﹤0.01% 526
2018
Q4 		$2K Buy
18
+5
+38% +$688 ﹤0.01% 527
2018
Q3 		$2K Sell
13
-1
-7% -$148 ﹤0.01% 523
2018
Q2 		$2K Buy
+14
New +$1.79K ﹤0.01% 525

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSat Investment Advisory's CRM Position: Q1 2021 in Review

CSat Investment Advisory increased its Salesforce (CRM) stake by 54% in Q1 2021, buying an estimated $1.56K and bringing the position to 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

CSat Investment Advisory first reported a position in CRM in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.31M in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • CSat Investment Advisory held 20 shares of Salesforce worth $4K as of Q1 2021.
  • CSat Investment Advisory bought 7 Salesforce shares in Q1 2021, an estimated $1.56K.
  • Salesforce made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #501 holding.
  • CSat Investment Advisory first reported a position in Salesforce in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Salesforce position peaked at $2.31M in Q3 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.