FPCM
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Financial Partners Capital Management’s Salesforce CRM Stock Holding History

Financial Partners Capital Management’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
Q4 		$3.89M Sell
29,359
-1,300
-4% -$190K 0.87% 36
2022
Q3 		$4.41M Buy
30,659
+280
+0.9% +$47.5K 1.04% 34
2022
Q2 		$5.01M Buy
30,379
+9,218
+44% +$1.63M 1.08% 32
2022
Q1 		$4.49M Buy
+21,161
New +$4.55M 0.83% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's CRM Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Salesforce (CRM) stake by 4.2% in Q4 2022, selling an estimated $190K and leaving 29,359 shares worth $3.89M. The position accounts for 0.87% of the portfolio, ranked #36.

Financial Partners Capital Management first reported a position in CRM in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.01M in Q2 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Financial Partners Capital Management held 29,359 shares of Salesforce worth $3.89M as of Q4 2022.
  • Financial Partners Capital Management sold 1,300 Salesforce shares in Q4 2022, an estimated $190K.
  • Salesforce made up 0.87% of Financial Partners Capital Management's portfolio in Q4 2022, its #36 holding.
  • Financial Partners Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 4 quarters since.
  • Financial Partners Capital Management's Salesforce position peaked at $5.01M in Q2 2022.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.