Derby & Company’s Salesforce CRM Stock Holding History

Derby & Company’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	$1.92M	Hold	7,066	–	–	0.39%	31
2021 Q2	$1.73M	Hold	7,066	–	–	0.36%	30
2021 Q1	$1.5M	Buy	+7,066	New	+$1.57M	0.34%	30

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Derby & Company's CRM Position: Q3 2021 in Review

Derby & Company held its Salesforce (CRM) position steady in Q3 2021 at 7,066 shares worth $1.92M. The position accounts for 0.39% of the portfolio, ranked #31.

Derby & Company first reported a position in CRM in Q1 2021 and has held it in 3 quarters since. 2,181 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Derby & Company held 7,066 shares of Salesforce worth $1.92M as of Q3 2021.
Derby & Company left its Salesforce share count unchanged in Q3 2021.
Salesforce made up 0.39% of Derby & Company's portfolio in Q3 2021, its #31 holding.
Derby & Company first reported a position in Salesforce in Q1 2021 and has held it in 3 quarters since.
2,181 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.