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Enlightenment Research’s Salesforce CRM Stock Holding History

Enlightenment Research’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
-1,000
Closed -$254K – 153
2021
Q4 		$254K Sell
1,000
-5,200
-84% -$1.46M 0.36% 90
2021
Q3 		$1.68M Buy
6,200
+3,100
+100% +$787K 2.05% 6
2021
Q2 		$757K Buy
3,100
+2,000
+182% +$461K 0.96% 30
2021
Q1 		$233K Buy
+1,100
New +$245K 0.28% 106
2020
Q4 		– Sell
-1,270
Closed -$319K – 98
2020
Q3 		$319K Buy
+1,270
New +$278K 0.94% 36
2019
Q4 		– Sell
-9,100
Closed -$1.35M – 72
2019
Q3 		$1.35M Buy
9,100
+6,400
+237% +$973K 3% 5
2019
Q2 		$409K Buy
+2,700
New +$423K 0.21% 135
2019
Q1 		– Sell
-1,200
Closed -$164K – 225
2018
Q4 		$164K Buy
+1,200
New +$165K 0.2% 110

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Enlightenment Research's CRM Position: Q1 2022 in Review

Enlightenment Research sold out of Salesforce (CRM) in Q1 2022, closing a stake of 1,000 shares — an estimated $254K sold.

Enlightenment Research first reported a position in CRM in Q4 2018 and held it in 8 quarters. The position peaked at $1.68M in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Enlightenment Research reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,000 Salesforce shares in Q1 2022, an estimated $254K.
  • Enlightenment Research first reported a position in Salesforce in Q4 2018 and held it in 8 quarters.
  • Enlightenment Research's Salesforce position peaked at $1.68M in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.