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Geier Asset Management’s Salesforce CRM Stock Holding History

Geier Asset 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
2021
Q2 		$1.8M Sell
7,382
-25
-0.3% -$5.76K 1.26% 25
2021
Q1 		$1.66M Sell
7,407
-499
-6% -$111K 1.21% 25
2020
Q4 		$1.71M Buy
+7,906
New +$1.92M 1.39% 24

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geier Asset Management's CRM Position: Q2 2021 in Review

Geier Asset Management reduced its Salesforce (CRM) stake by 0.34% in Q2 2021, selling an estimated $5.76K and leaving 7,382 shares worth $1.8M. The position accounts for 1.26% of the portfolio, ranked #25.

Geier Asset Management first reported a position in CRM in Q4 2020 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Geier Asset Management held 7,382 shares of Salesforce worth $1.8M as of Q2 2021.
  • Geier Asset Management sold 25 Salesforce shares in Q2 2021, an estimated $5.76K.
  • Salesforce made up 1.26% of Geier Asset Management's portfolio in Q2 2021, its #25 holding.
  • Geier Asset Management first reported a position in Salesforce in Q4 2020 and has held it in 3 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.