HA
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H2O AM’s Salesforce CRM Stock Holding History

H2O AM’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 		$391K Buy
2,259
+500
+28% +$122K 0.95% 25
2020
Q3 		$442K Sell
1,759
-9,700
-85% -$2.12M 0.72% 29
2020
Q2 		$2.15M Sell
11,459
-900
-7% -$152K 2.28% 13
2020
Q1 		$1.78M Sell
12,359
-32,441
-72% -$5.56M 1.41% 21
2019
Q4 		$7.29M Sell
44,800
-900
-2% -$141K 1.73% 23
2019
Q3 		$6.78M Buy
45,700
+1,802
+4% +$274K 1.16% 32
2019
Q2 		$6.67M Sell
43,898
-1,969
-4% -$309K 0.56% 60
2019
Q1 		$7.26M Buy
45,867
+1,267
+3% +$196K 0.91% 33
2018
Q4 		$6.01M Buy
+44,600
New +$6.13M 0.67% 30

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

H2O AM's CRM Position: Q4 2020 in Review

H2O AM increased its Salesforce (CRM) stake by 28% in Q4 2020, buying an estimated $122K and bringing the position to 2,259 shares worth $391K. The position accounts for 0.95% of the portfolio, ranked #25.

H2O AM first reported a position in CRM in Q4 2018 and has held it in 9 quarters since. The position peaked at $7.29M in Q4 2019. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • H2O AM held 2,259 shares of Salesforce worth $391K as of Q4 2020.
  • H2O AM bought 500 Salesforce shares in Q4 2020, an estimated $122K.
  • Salesforce made up 0.95% of H2O AM's portfolio in Q4 2020, its #25 holding.
  • H2O AM first reported a position in Salesforce in Q4 2018 and has held it in 9 quarters since.
  • H2O AM's Salesforce position peaked at $7.29M in Q4 2019.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.