EARNEST Partners’s Salesforce CRM Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-536	Closed	-$109K	–	474
2023 Q3	$109K	Hold	536	–	–	﹤0.01%	319
2023 Q2	$113K	Hold	536	–	–	﹤0.01%	300
2023 Q1	$107K	Hold	536	–	–	﹤0.01%	296
2022 Q4	$71.1K	Hold	536	–	–	﹤0.01%	322
2022 Q3	$77K	Hold	536	–	–	﹤0.01%	301
2022 Q2	$88K	Buy	536 +100	+23%	+$17.7K	﹤0.01%	296
2022 Q1	$93K	Hold	436	–	–	﹤0.01%	298
2021 Q4	$111K	Hold	436	–	–	﹤0.01%	288
2021 Q3	$118K	Buy	436 +17	+4%	+$4.32K	﹤0.01%	271
2021 Q2	$102K	Hold	419	–	–	﹤0.01%	277
2021 Q1	$89K	Hold	419	–	–	﹤0.01%	284
2020 Q4	$93K	Hold	419	–	–	﹤0.01%	275
2020 Q3	$105K	Hold	419	–	–	﹤0.01%	259
2020 Q2	$78K	Hold	419	–	–	﹤0.01%	273
2020 Q1	$60K	Hold	419	–	–	﹤0.01%	280
2019 Q4	$68K	Buy	419 +61	+17%	+$9.56K	﹤0.01%	289
2019 Q3	$53K	Buy	358 +19	+6%	+$2.89K	﹤0.01%	306
2019 Q2	$51K	Hold	339	–	–	﹤0.01%	312
2019 Q1	$54K	Hold	339	–	–	﹤0.01%	305
2018 Q4	$46K	Hold	339	–	–	﹤0.01%	306
2018 Q3	$54K	Hold	339	–	–	﹤0.01%	306
2018 Q2	$46K	Buy	339 +35	+12%	+$4.46K	﹤0.01%	323
2018 Q1	$35K	Hold	304	–	–	﹤0.01%	350
2017 Q4	$31K	Buy	+304	New	+$31K	﹤0.01%	352
2017 Q1	–	Sell	-304	Closed	-$21K	–	395
2016 Q4	$21K	Buy	+304	New	+$22.1K	﹤0.01%	391

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

EARNEST Partners's CRM Position: Q4 2023 in Review

EARNEST Partners sold out of Salesforce (CRM) in Q4 2023, closing a stake of 536 shares — an estimated $109K sold.

EARNEST Partners first reported a position in CRM in Q4 2016 and held it in 25 quarters. The position peaked at $118K in Q3 2021. 2,595 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

EARNEST Partners reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 536 Salesforce shares in Q4 2023, an estimated $109K.
EARNEST Partners first reported a position in Salesforce in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Salesforce position peaked at $118K in Q3 2021.
2,595 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.