DDD Partners’s Salesforce CRM Stock Holding History

DDD Partners’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
2022 Q4	–	Sell	-2,081	Closed	-$299K	–	79
2022 Q3	$299K	Buy	+2,081	New	+$353K	0.05%	71

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DDD Partners's CRM Position: Q4 2022 in Review

DDD Partners sold out of Salesforce (CRM) in Q4 2022, closing a stake of 2,081 shares — an estimated $299K sold.

DDD Partners first reported a position in CRM in Q3 2022 and held it in 1 quarter. The position peaked at $299K in Q3 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

DDD Partners reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
DDD Partners sold 2,081 Salesforce shares in Q4 2022, an estimated $299K.
DDD Partners first reported a position in Salesforce in Q3 2022 and held it in 1 quarter.
DDD Partners's Salesforce position peaked at $299K in Q3 2022.
2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on DDD Partners's 13F filing for Q4 2022, filed 14 Feb 2023.