Dixon Hubard Feinour & Brown’s Salesforce CRM Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$5.1M	Sell	30,875 -1,419	-4%	-$251K	0.61%	54
2022 Q1	$6.86M	Sell	32,294 -383	-1%	-$82.4K	0.69%	42
2021 Q4	$8.3M	Buy	32,677 +31,099	+1,971%	+$8.74M	0.8%	44
2021 Q3	$428K	Buy	1,578 +309	+24%	+$78.5K	0.09%	131
2021 Q2	$310K	Sell	1,269 -767	-38%	-$177K	0.06%	149
2021 Q1	$464K	Buy	2,036 +1,201	+144%	+$267K	0.06%	155
2020 Q4	$210K	Hold	835	–	–	0.05%	167
2020 Q3	$210K	Buy	+835	New	+$183K	0.05%	167

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Dixon Hubard Feinour & Brown's CRM Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Salesforce (CRM) stake by 4.4% in Q2 2022, selling an estimated $251K and leaving 30,875 shares worth $5.1M. The position accounts for 0.61% of the portfolio, ranked #54.

Dixon Hubard Feinour & Brown first reported a position in CRM in Q3 2020 and has held it in 8 quarters since. The position peaked at $8.3M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Dixon Hubard Feinour & Brown held 30,875 shares of Salesforce worth $5.1M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 1,419 Salesforce shares in Q2 2022, an estimated $251K.
Salesforce made up 0.61% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #54 holding.
Dixon Hubard Feinour & Brown first reported a position in Salesforce in Q3 2020 and has held it in 8 quarters since.
Dixon Hubard Feinour & Brown's Salesforce position peaked at $8.3M in Q4 2021.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.