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Ground Swell Capital’s Salesforce CRM Stock Holding History

Ground Swell 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 		– Sell
-763
Closed -$207K – 81
2021
Q3 		$207K Sell
763
-111
-13% -$28.2K 0.89% 43
2021
Q2 		$213K Buy
+874
New +$201K 1.01% 42
2014
Q3 		$10K Sell
169
-459
-73% -$25.9K 0.02% 940
2014
Q2 		$36K Buy
+628
New +$33.9K 0.07% 226

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

Ground Swell Capital's CRM Position: Q4 2021 in Review

Ground Swell Capital sold out of Salesforce (CRM) in Q4 2021, closing a stake of 763 shares — an estimated $207K sold.

Ground Swell Capital first reported a position in CRM in Q2 2014 and held it in 4 quarters. The position peaked at $213K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Ground Swell Capital reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Ground Swell Capital sold 763 Salesforce shares in Q4 2021, an estimated $207K.
  • Ground Swell Capital first reported a position in Salesforce in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Salesforce position peaked at $213K in Q2 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Ground Swell Capital's 13F filing for Q4 2021, filed 9 Feb 2022.