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Friess Associates’s Salesforce CRM Stock Holding History

Friess Associates’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
2020
Q4 		– Sell
-104,625
Closed -$26.3M – 103
2020
Q3 		$26.3M Sell
104,625
-3,900
-4% -$854K 2.28% 5
2020
Q2 		$20.3M Hold
108,525
– – 1.9% 12
2020
Q1 		$15.6M Buy
108,525
+8,250
+8% +$1.41M 1.56% 22
2019
Q4 		$16.3M Buy
+100,275
New +$15.7M 1.14% 46
2019
Q2 		– Sell
-188,266
Closed -$29.8M – 121
2019
Q1 		$29.8M Sell
188,266
-113
-0.1% -$17.5K 2.19% 4
2018
Q4 		$25.8M Hold
188,379
– – 2.21% 4
2018
Q3 		$30M Hold
188,379
– – 2.09% 5
2018
Q2 		$25.7M Hold
188,379
– – 2.03% 5
2018
Q1 		$21.9M Sell
188,379
-81
-0% -$9.3K 1.79% 12
2017
Q4 		$19.3M Hold
188,460
– – 1.6% 16
2017
Q3 		$17.6M Buy
188,460
+8,460
+5% +$778K 1.54% 26
2017
Q2 		$15.6M Hold
180,000
– – 1.42% 27
2017
Q1 		$14.8M Buy
+180,000
New +$14.4M 1.4% 27
2016
Q3 		– Sell
-253,058
Closed -$20.1M – 146
2016
Q2 		$20.1M Sell
253,058
-23,200
-8% -$1.82M 2.05% 8
2016
Q1 		$20.4M Sell
276,258
-212
-0.1% -$14.6K 2.04% 5
2015
Q4 		$21.7M Buy
276,470
+73,000
+36% +$5.7M 2.02% 7
2015
Q3 		$14.1M Buy
203,470
+250
+0.1% +$17.7K 1.31% 41
2015
Q2 		$14.2M Buy
+203,220
New +$14.5M 1.18% 47
2014
Q3 		– Sell
-409,998
Closed -$23.8M – 144
2014
Q2 		$23.8M Buy
409,998
+13,878
+4% +$750K 1.94% 13
2014
Q1 		$22.6M Sell
396,120
-3,880
-1% -$232K 1.77% 24
2013
Q4 		$22.1M Buy
+400,000
New +$21.4M 1.66% 28

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Friess Associates's CRM Position: Q4 2020 in Review

Friess Associates sold out of Salesforce (CRM) in Q4 2020, closing a stake of 104,625 shares — an estimated $26.3M sold.

Friess Associates first reported a position in CRM in Q4 2013 and held it in 21 quarters. The position peaked at $30M in Q3 2018. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Friess Associates reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Friess Associates sold 104,625 Salesforce shares in Q4 2020, an estimated $26.3M.
  • Friess Associates first reported a position in Salesforce in Q4 2013 and held it in 21 quarters.
  • Friess Associates's Salesforce position peaked at $30M in Q3 2018.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Friess Associates's 13F filing for Q4 2020, filed 12 Feb 2021.