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DF Dent & Co’s Salesforce CRM Stock Holding History

DF Dent & Co’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
Q2 		– Sell
-1,259
Closed -$267K – 239
2021
Q1 		$267K Buy
1,259
+138
+12% +$30.7K ﹤0.01% 209
2020
Q4 		$249K Sell
1,121
-121
-10% -$29.4K ﹤0.01% 208
2020
Q3 		$312K Hold
1,242
– – ﹤0.01% 182
2020
Q2 		$233K Buy
+1,242
New +$209K ﹤0.01% 185
2019
Q3 		– Sell
-1,500
Closed -$228K – 215
2019
Q2 		$228K Sell
1,500
-748
-33% -$117K ﹤0.01% 200
2019
Q1 		$356K Hold
2,248
– – 0.01% 184
2018
Q4 		$308K Buy
2,248
+100
+5% +$13.8K 0.01% 197
2018
Q3 		$342K Buy
2,148
+45
+2% +$6.68K 0.01% 211
2018
Q2 		$287K Hold
2,103
– – 0.01% 213
2018
Q1 		$245K Hold
2,103
– – 0.01% 225
2017
Q4 		$215K Buy
+2,103
New +$214K 0.01% 220

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DF Dent & Co's CRM Position: Q2 2021 in Review

DF Dent & Co sold out of Salesforce (CRM) in Q2 2021, closing a stake of 1,259 shares — an estimated $267K sold.

DF Dent & Co first reported a position in CRM in Q4 2017 and held it in 11 quarters. The position peaked at $356K in Q1 2019. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • DF Dent & Co reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • DF Dent & Co sold 1,259 Salesforce shares in Q2 2021, an estimated $267K.
  • DF Dent & Co first reported a position in Salesforce in Q4 2017 and held it in 11 quarters.
  • DF Dent & Co's Salesforce position peaked at $356K in Q1 2019.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on DF Dent & Co's 13F filing for Q2 2021, filed 16 Aug 2021.