Foundry Partners’s Salesforce CRM Stock Holding History

Foundry Partners’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	-985	Closed	-$250K	–	341
2021 Q4	$250K	Hold	985	–	–	0.01%	327
2021 Q3	$267K	Sell	985 -187	-16%	-$47.5K	0.01%	339
2021 Q2	$286K	Hold	1,172	–	–	0.01%	344
2021 Q1	$248K	Hold	1,172	–	–	0.01%	420
2020 Q4	$261K	Sell	1,172 -52	-4%	-$12.6K	0.01%	396
2020 Q3	$308K	Hold	1,224	–	–	0.01%	378
2020 Q2	$229K	Buy	+1,224	New	+$206K	0.01%	376
2016 Q1	–	Sell	-99,951	Closed	-$7.84M	–	269
2015 Q4	$7.84M	Buy	99,951 +63,338	+173%	+$4.95M	0.65%	47
2015 Q3	$2.54M	Buy	36,613 +6,848	+23%	+$485K	0.22%	143
2015 Q2	$2.07M	Buy	+29,765	New	+$2.12M	0.17%	162
2014 Q2	–	Sell	-106,980	Closed	-$6.11M	–	263
2014 Q1	$6.11M	Buy	106,980 +2,325	+2%	+$139K	0.57%	78
2013 Q4	$5.78M	Buy	+104,655	New	+$5.6M	0.52%	77

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Foundry Partners's CRM Position: Q1 2022 in Review

Foundry Partners sold out of Salesforce (CRM) in Q1 2022, closing a stake of 985 shares — an estimated $250K sold.

Foundry Partners first reported a position in CRM in Q4 2013 and held it in 12 quarters. The position peaked at $7.84M in Q4 2015. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Foundry Partners reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Foundry Partners sold 985 Salesforce shares in Q1 2022, an estimated $250K.
Foundry Partners first reported a position in Salesforce in Q4 2013 and held it in 12 quarters.
Foundry Partners's Salesforce position peaked at $7.84M in Q4 2015.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Foundry Partners's 13F filing for Q1 2022, filed 14 Apr 2022.