Genovese Burford & Brothers Wealth & Retirement Plan Management’s Salesforce CRM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q4	$542K	Sell	2,435 -456	-16%	-$111K	0.14%	52
2020 Q3	$727K	Buy	+2,891	New	+$633K	0.21%	42
2018 Q3	–	Sell	-921	Closed	-$126K	–	144
2018 Q2	$126K	Hold	921	–	–	0.05%	107
2018 Q1	$107K	Hold	921	–	–	0.04%	120
2017 Q4	$105K	Sell	921 -100	-10%	-$10.2K	0.27%	69
2017 Q3	$95K	Hold	1,021	–	–	0.04%	98
2017 Q2	$88K	Hold	1,021	–	–	0.03%	105
2017 Q1	$85K	Hold	1,021	–	–	0.03%	110
2016 Q4	$70K	Hold	1,021	–	–	0.02%	139
2016 Q3	$72K	Hold	1,021	–	–	0.03%	126
2016 Q2	$81K	Sell	1,021 -1,000	-49%	-$78.5K	0.03%	108
2016 Q1	$149K	Hold	2,021	–	–	0.07%	63
2015 Q4	$158K	Buy	+2,021	New	+$158K	0.08%	60

Other funds holding CRM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CRM Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Salesforce (CRM) stake by 16% in Q4 2020, selling an estimated $111K and leaving 2,435 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #52.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CRM in Q4 2015 and has held it in 13 quarters since. The position peaked at $727K in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,435 shares of Salesforce worth $542K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 456 Salesforce shares in Q4 2020, an estimated $111K.
Salesforce made up 0.14% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #52 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Salesforce in Q4 2015 and has held it in 13 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Salesforce position peaked at $727K in Q3 2020.
1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.