FormulaFolio Investments’s Salesforce CRM Stock Holding History

FormulaFolio Investments’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
2021 Q2	$3K	Buy	+12	New	+$2.77K	﹤0.01%	390
2021 Q1	–	Sell	-12,056	Closed	-$2.68M	–	373
2020 Q4	$2.68M	Buy	12,056 +4,363	+57%	+$1.06M	0.06%	218
2020 Q3	$1.93M	Sell	7,693 -254	-3%	-$55.6K	0.07%	102
2020 Q2	$1.49M	Buy	7,947 +1,628	+26%	+$274K	0.06%	111
2020 Q1	$910K	Sell	6,319 -1,695	-21%	-$291K	0.05%	129
2019 Q4	$1.3M	Buy	8,014 +618	+8%	+$96.9K	0.05%	148
2019 Q3	$1.1M	Buy	7,396 +181	+3%	+$27.5K	0.04%	142
2019 Q2	$1.09M	Buy	7,215 +535	+8%	+$83.8K	0.05%	125
2019 Q1	$1.06M	Buy	6,680 +18	+0.3%	+$2.79K	0.05%	136
2018 Q4	$1.06M	Hold	6,662	–	–	0.05%	130
2018 Q3	$1.06M	Buy	6,662 +2,633	+65%	+$391K	0.05%	130
2018 Q2	$550K	Buy	+4,029	New	+$514K	0.03%	193

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FormulaFolio Investments's CRM Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Salesforce (CRM) in Q2 2021: 12 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in CRM as recently as Q4 2020.

FormulaFolio Investments first reported a position in CRM in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.68M in Q4 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

FormulaFolio Investments held 12 shares of Salesforce worth $3K as of Q2 2021.
Salesforce was a new FormulaFolio Investments position in Q2 2021.
Salesforce made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #390 holding.
FormulaFolio Investments first reported a position in Salesforce in Q2 2018 and has held it in 12 quarters since.
FormulaFolio Investments's Salesforce position peaked at $2.68M in Q4 2020.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.