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Ferris Capital’s Salesforce CRM Stock Holding History

Ferris 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 		$2.37M Sell
11,139
-6
-0.1% -$1.29K 0.54% 47
2021
Q4 		$2.83M Sell
11,145
-194
-2% -$54.5K 0.62% 42
2021
Q3 		$3.44M Buy
+11,339
New +$2.88M 0.74% 32
2021
Q2 		– Sell
-8,729
Closed -$1.85M – 75
2021
Q1 		$1.85M Hold
8,729
– – 0.46% 55
2020
Q4 		$1.94M Hold
8,729
– – 0.54% 46
2020
Q3 		$2.19M Buy
8,729
+46
+0.5% +$10.1K 0.71% 40
2020
Q2 		$1.63M Buy
8,683
+168
+2% +$28.3K 0.57% 49
2020
Q1 		$1.23M Buy
8,515
+3,850
+83% +$660K 0.54% 56
2019
Q4 		$759K Buy
4,665
+2,145
+85% +$336K 0.27% 89
2019
Q3 		$374K Hold
2,520
– – 0.13% 127
2019
Q2 		$382K Hold
2,520
– – 0.14% 127
2019
Q1 		$399K Sell
2,520
-5
-0.2% -$775 0.15% 122
2018
Q4 		$346K Sell
2,525
-114
-4% -$15.7K 0.15% 120
2018
Q3 		$420K Sell
2,639
-100
-4% -$14.8K 0.17% 110
2018
Q2 		$374K Sell
2,739
-150
-5% -$19.1K 0.16% 111
2018
Q1 		$336K Sell
2,889
-785
-21% -$90.1K 0.14% 131
2017
Q4 		$376K Sell
3,674
-13
-0.4% -$1.32K 0.13% 136
2017
Q3 		$344K Hold
3,687
– – 0.17% 109
2017
Q2 		$319K Buy
+3,687
New +$321K 0.15% 114

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

Ferris Capital's CRM Position: Q1 2022 in Review

Ferris Capital reduced its Salesforce (CRM) stake by 0.05% in Q1 2022, selling an estimated $1.29K and leaving 11,139 shares worth $2.37M. The position accounts for 0.54% of the portfolio, ranked #47.

Ferris Capital first reported a position in CRM in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.44M in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Ferris Capital held 11,139 shares of Salesforce worth $2.37M as of Q1 2022.
  • Ferris Capital sold 6 Salesforce shares in Q1 2022, an estimated $1.29K.
  • Salesforce made up 0.54% of Ferris Capital's portfolio in Q1 2022, its #47 holding.
  • Ferris Capital first reported a position in Salesforce in Q2 2017 and has held it in 19 quarters since.
  • Ferris Capital's Salesforce position peaked at $3.44M in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.