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Enterprise Trust & Investment’s Salesforce CRM Stock Holding History

Enterprise Trust & Investment’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 		$5K Buy
+28
New +$4.95K ﹤0.01% 268
2019
Q4 		– Sell
-204
Closed -$30K – 194
2019
Q3 		$30K Buy
204
+143
+234% +$21.7K 0.02% 124
2019
Q2 		$9K Buy
+61
New +$9.56K 0.01% 157

Other funds holding CRM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Enterprise Trust & Investment's CRM Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Salesforce (CRM) in Q2 2022: 28 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Enterprise Trust & Investment previously reported a position in CRM as recently as Q3 2019.

Enterprise Trust & Investment first reported a position in CRM in Q2 2019 and has held it in 3 quarters since. The position peaked at $30K in Q3 2019. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Enterprise Trust & Investment held 28 shares of Salesforce worth $5K as of Q2 2022.
  • Salesforce was a new Enterprise Trust & Investment position in Q2 2022.
  • Salesforce made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #268 holding.
  • Enterprise Trust & Investment first reported a position in Salesforce in Q2 2019 and has held it in 3 quarters since.
  • Enterprise Trust & Investment's Salesforce position peaked at $30K in Q3 2019.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.