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Fieldpoint Private Securities’s Salesforce CRM Stock Holding History

Fieldpoint Private Securities’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 		$467K Buy
2,831
+717
+34% +$127K 0.14% 161
2022
Q1 		$449K Buy
2,114
+228
+12% +$49.1K 0.09% 223
2021
Q4 		$479K Buy
1,886
+42
+2% +$11.8K 0.09% 215
2021
Q3 		$500K Sell
1,844
-160
-8% -$40.6K 0.11% 202
2021
Q2 		$488K Buy
2,004
+184
+10% +$42.4K 0.11% 206
2021
Q1 		$386K Sell
1,820
-457
-20% -$102K 0.09% 224
2020
Q4 		$507K Buy
2,277
+340
+18% +$82.7K 0.12% 184
2020
Q3 		$487K Buy
1,937
+78
+4% +$17.1K 0.14% 165
2020
Q2 		$348K Buy
1,859
+109
+6% +$18.4K 0.12% 173
2020
Q1 		$252K Buy
1,750
+944
+117% +$162K 0.1% 204
2019
Q4 		$131K Buy
806
+747
+1,266% +$117K 0.04% 307
2019
Q3 		$9K Buy
+59
New +$8.97K ﹤0.01% 585
2019
Q1 		– Sell
-368
Closed -$50K – 379
2018
Q4 		$50K Hold
368
– – 0.02% 283
2018
Q3 		$59K Buy
+368
New +$54.6K 0.02% 295
2018
Q1 		– Sell
-200
Closed -$20K – 410
2017
Q4 		$20K Hold
200
– – 0.01% 338
2017
Q3 		$19K Hold
200
– – 0.01% 526
2017
Q2 		$17K Buy
200
+100
+100% +$8.71K 0.01% 139
2017
Q1 		$8K Buy
+100
New +$7.99K 0.01% 315

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

Fieldpoint Private Securities's CRM Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Salesforce (CRM) stake by 34% in Q2 2022, buying an estimated $127K and bringing the position to 2,831 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #161.

Fieldpoint Private Securities first reported a position in CRM in Q1 2017 and has held it in 18 quarters since. The position peaked at $507K in Q4 2020. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Fieldpoint Private Securities held 2,831 shares of Salesforce worth $467K as of Q2 2022.
  • Fieldpoint Private Securities bought 717 Salesforce shares in Q2 2022, an estimated $127K.
  • Salesforce made up 0.14% of Fieldpoint Private Securities's portfolio in Q2 2022, its #161 holding.
  • Fieldpoint Private Securities first reported a position in Salesforce in Q1 2017 and has held it in 18 quarters since.
  • Fieldpoint Private Securities's Salesforce position peaked at $507K in Q4 2020.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.