EGA
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Eagle Global Advisors’s Salesforce CRM Stock Holding History

Eagle Global Advisors’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
-49,044
Closed -$7.05M – 219
2022
Q3 		$7.05M Sell
49,044
-4,614
-9% -$782K 0.53% 55
2022
Q2 		$8.86M Sell
53,658
-5,720
-10% -$1.01M 0.65% 44
2022
Q1 		$12.6M Sell
59,378
-491
-0.8% -$106K 0.78% 38
2021
Q4 		$15.2M Sell
59,869
-719
-1% -$202K 0.96% 29
2021
Q3 		$16.4M Buy
60,588
+654
+1% +$166K 1.08% 25
2021
Q2 		$14.6M Buy
59,934
+999
+2% +$230K 0.95% 31
2021
Q1 		$12.5M Sell
58,935
-98
-0.2% -$21.8K 0.92% 32
2020
Q4 		$13.1M Buy
59,033
+12,563
+27% +$3.06M 1.03% 32
2020
Q3 		$11.7M Buy
46,470
+110
+0.2% +$24.1K 1.05% 33
2020
Q2 		$8.69M Sell
46,360
-615
-1% -$104K 0.78% 38
2020
Q1 		$6.76M Buy
46,975
+575
+1% +$98.6K 0.69% 44
2019
Q4 		$7.55M Buy
46,400
+13,600
+41% +$2.13M 0.38% 57
2019
Q3 		$4.87M Buy
+32,800
New +$4.98M 0.21% 74

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Global Advisors's CRM Position: Q4 2022 in Review

Eagle Global Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 49,044 shares — an estimated $7.05M sold.

Eagle Global Advisors first reported a position in CRM in Q3 2019 and held it in 13 quarters. The position peaked at $16.4M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Eagle Global Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Eagle Global Advisors sold 49,044 Salesforce shares in Q4 2022, an estimated $7.05M.
  • Eagle Global Advisors first reported a position in Salesforce in Q3 2019 and held it in 13 quarters.
  • Eagle Global Advisors's Salesforce position peaked at $16.4M in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Eagle Global Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.