Emerson Point Capital’s Salesforce CRM Stock Holding History

Emerson Point Capital’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 Q1	–	Sell	-7,127	Closed	-$1.81M	–	32
2021 Q4	$1.81M	Hold	7,127	–	–	0.28%	31
2021 Q3	$1.93M	Hold	7,127	–	–	0.29%	31
2021 Q2	$1.74M	Hold	7,127	–	–	0.26%	33
2021 Q1	$1.51M	Hold	7,127	–	–	0.21%	36
2020 Q4	$1.59M	Sell	7,127 -1,442	-17%	-$351K	0.26%	32
2020 Q3	$2.15M	Hold	8,569	–	–	0.34%	31
2020 Q2	$1.6M	Sell	8,569 -76,385	-90%	-$12.9M	0.31%	26
2020 Q1	$12.2M	Sell	84,954 -70,847	-45%	-$12.1M	3.24%	15
2019 Q4	$25.3M	Buy	155,801 +49,032	+46%	+$7.69M	5.83%	6
2019 Q3	$15.8M	Sell	106,769 -107,243	-50%	-$16.3M	3.62%	13
2019 Q2	$32.5M	Buy	214,012 +4,273	+2%	+$670K	7.07%	3
2019 Q1	$33.2M	Buy	209,739 +38,821	+23%	+$6.02M	9.38%	1
2018 Q4	$23.4M	Buy	+170,918	New	+$23.5M	9.43%	3

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Emerson Point Capital's CRM Position: Q1 2022 in Review

Emerson Point Capital sold out of Salesforce (CRM) in Q1 2022, closing a stake of 7,127 shares — an estimated $1.81M sold.

Emerson Point Capital first reported a position in CRM in Q4 2018 and held it in 13 quarters. The position peaked at $33.2M in Q1 2019. 2,275 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Emerson Point Capital reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Emerson Point Capital sold 7,127 Salesforce shares in Q1 2022, an estimated $1.81M.
Emerson Point Capital first reported a position in Salesforce in Q4 2018 and held it in 13 quarters.
Emerson Point Capital's Salesforce position peaked at $33.2M in Q1 2019.
2,275 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Emerson Point Capital's 13F filing for Q1 2022, filed 16 May 2022.