GC
CRM icon

Grace Capital’s Salesforce CRM Stock Holding History

Grace Capital’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
Q4 		$276K Sell
1,085
-63
-5% -$17.7K 0.16% 121
2021
Q3 		$311K Buy
1,148
+70
+6% +$17.8K 0.19% 117
2021
Q2 		$263K Buy
+1,078
New +$248K 0.18% 118
2019
Q3 		– Sell
-2,321
Closed -$352K – 145
2019
Q2 		$352K Hold
2,321
– – 0.17% 125
2019
Q1 		$368K Buy
+2,321
New +$360K 0.14% 142

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Grace Capital's CRM Position: Q4 2021 in Review

Grace Capital reduced its Salesforce (CRM) stake by 5.5% in Q4 2021, selling an estimated $17.7K and leaving 1,085 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #121.

Grace Capital first reported a position in CRM in Q1 2019 and has held it in 5 quarters since. The position peaked at $368K in Q1 2019. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Grace Capital held 1,085 shares of Salesforce worth $276K as of Q4 2021.
  • Grace Capital sold 63 Salesforce shares in Q4 2021, an estimated $17.7K.
  • Salesforce made up 0.16% of Grace Capital's portfolio in Q4 2021, its #121 holding.
  • Grace Capital first reported a position in Salesforce in Q1 2019 and has held it in 5 quarters since.
  • Grace Capital's Salesforce position peaked at $368K in Q1 2019.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.