EPM
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Equitec Proprietary Markets’s Salesforce CRM Stock Holding History

Equitec Proprietary Markets’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
-600
Closed -$152K – 295
2021
Q4 		$152K Buy
+600
New +$169K 0.02% 122
2015
Q1 		– Sell
-5,298
Closed -$314K – 239
2014
Q4 		$314K Buy
+5,298
New +$312K 0.01% 213

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Equitec Proprietary Markets's CRM Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Salesforce (CRM) in Q1 2022, closing a stake of 600 shares — an estimated $152K sold.

Equitec Proprietary Markets first reported a position in CRM in Q4 2014 and held it in 2 quarters. The position peaked at $314K in Q4 2014. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 600 Salesforce shares in Q1 2022, an estimated $152K.
  • Equitec Proprietary Markets first reported a position in Salesforce in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Salesforce position peaked at $314K in Q4 2014.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.