CCB
CRM icon

Cutter & Co Brokerage’s Salesforce CRM Stock Holding History

Cutter & Co Brokerage’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 		– Sell
-768
Closed -$208K – 279
2021
Q3 		$208K Buy
+768
New +$195K 0.05% 265
2021
Q1 		– Sell
-905
Closed -$201K – 303
2020
Q4 		$201K Buy
+905
New +$220K 0.05% 246
2019
Q4 		– Sell
-7,231
Closed -$1.07M – 259
2019
Q3 		$1.07M Sell
7,231
-1,125
-13% -$171K 0.35% 75
2019
Q2 		$1.27M Buy
8,356
+1,890
+29% +$296K 0.4% 65
2019
Q1 		$1.02M Buy
6,466
+330
+5% +$51.1K 0.29% 76
2018
Q4 		$840K Buy
6,136
+4,746
+341% +$653K 0.32% 80
2018
Q3 		$221K Buy
+1,390
New +$206K 0.08% 238

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

Cutter & Co Brokerage's CRM Position: Q4 2021 in Review

Cutter & Co Brokerage sold out of Salesforce (CRM) in Q4 2021, closing a stake of 768 shares — an estimated $208K sold.

Cutter & Co Brokerage first reported a position in CRM in Q3 2018 and held it in 7 quarters. The position peaked at $1.27M in Q2 2019. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Cutter & Co Brokerage reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Cutter & Co Brokerage sold 768 Salesforce shares in Q4 2021, an estimated $208K.
  • Cutter & Co Brokerage first reported a position in Salesforce in Q3 2018 and held it in 7 quarters.
  • Cutter & Co Brokerage's Salesforce position peaked at $1.27M in Q2 2019.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Cutter & Co Brokerage's 13F filing for Q4 2021, filed 10 Feb 2022.