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Greenwoods Asset Management’s Salesforce CRM Stock Holding History

Greenwoods 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
2020
Q3 		– Sell
-5,201
Closed -$974K – 40
2020
Q2 		$974K Sell
5,201
-4,793
-48% -$808K 0.03% 35
2020
Q1 		$1.44M Buy
+9,994
New +$1.71M 0.06% 34

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Greenwoods Asset Management's CRM Position: Q3 2020 in Review

Greenwoods Asset Management sold out of Salesforce (CRM) in Q3 2020, closing a stake of 5,201 shares — an estimated $974K sold.

Greenwoods Asset Management first reported a position in CRM in Q1 2020 and held it in 2 quarters. The position peaked at $1.44M in Q1 2020. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Greenwoods Asset Management reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Greenwoods Asset Management sold 5,201 Salesforce shares in Q3 2020, an estimated $974K.
  • Greenwoods Asset Management first reported a position in Salesforce in Q1 2020 and held it in 2 quarters.
  • Greenwoods Asset Management's Salesforce position peaked at $1.44M in Q1 2020.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Greenwoods Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.