Granite Investment Advisors’s Salesforce CRM Stock Holding History

Granite Investment Advisors’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 Q3	$246K	Buy	+906	New	+$230K	0.04%	158
2021 Q1	–	Sell	-10,615	Closed	-$2.36M	–	182
2020 Q4	$2.36M	Sell	10,615 -2,838	-21%	-$690K	0.42%	79
2020 Q3	$3.38M	Buy	13,453 +1,365	+11%	+$299K	0.66%	58
2020 Q2	$2.26M	Buy	12,088 +370	+3%	+$62.3K	0.49%	76
2020 Q1	$1.69M	Buy	+11,718	New	+$2.01M	0.42%	81
2019 Q4	–	Sell	-12,710	Closed	-$1.89M	–	167
2019 Q3	$1.89M	Sell	12,710 -3,425	-21%	-$521K	0.37%	83
2019 Q2	$2.45M	Buy	16,135 +255	+2%	+$40K	0.46%	71
2019 Q1	$2.52M	Buy	+15,880	New	+$2.46M	0.48%	72

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Granite Investment Advisors's CRM Position: Q3 2021 in Review

Granite Investment Advisors opened a new position in Salesforce (CRM) in Q3 2021: 906 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: Granite Investment Advisors previously reported a position in CRM as recently as Q4 2020.

Granite Investment Advisors first reported a position in CRM in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.38M in Q3 2020. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Granite Investment Advisors held 906 shares of Salesforce worth $246K as of Q3 2021.
Salesforce was a new Granite Investment Advisors position in Q3 2021.
Salesforce made up 0.04% of Granite Investment Advisors's portfolio in Q3 2021, its #158 holding.
Granite Investment Advisors first reported a position in Salesforce in Q1 2019 and has held it in 8 quarters since.
Granite Investment Advisors's Salesforce position peaked at $3.38M in Q3 2020.
2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.