HR
CRM icon

Hayden Royal’s Salesforce CRM Stock Holding History

Hayden Royal’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 		$435K Buy
1,710
+31
+2% +$8.71K 1.02% 20
2021
Q3 		$455K Sell
1,679
-514
-23% -$131K 0.74% 28
2021
Q2 		$536K Buy
2,193
+280
+15% +$64.5K 0.3% 80
2021
Q1 		$405K Buy
1,913
+98
+5% +$21.8K 0.23% 103
2020
Q4 		$404K Buy
1,815
+142
+8% +$34.5K 0.22% 105
2020
Q3 		$420K Buy
1,673
+292
+21% +$63.9K 0.22% 109
2020
Q2 		$259K Sell
1,381
-620
-31% -$104K 0.15% 125
2020
Q1 		$288K Sell
2,001
-291
-13% -$49.9K 0.17% 148
2019
Q4 		$438K Buy
2,292
+842
+58% +$132K 0.22% 104
2019
Q3 		$215K Buy
+1,450
New +$220K 0.19% 150
2019
Q1 		– Sell
-1,817
Closed -$249K – 140
2018
Q4 		$249K Buy
+1,817
New +$250K 0.13% 159

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

Hayden Royal's CRM Position: Q4 2021 in Review

Hayden Royal increased its Salesforce (CRM) stake by 1.8% in Q4 2021, buying an estimated $8.71K and bringing the position to 1,710 shares worth $435K. The position accounts for 1.02% of the portfolio, ranked #20.

Hayden Royal first reported a position in CRM in Q4 2018 and has held it in 11 quarters since. The position peaked at $536K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Hayden Royal held 1,710 shares of Salesforce worth $435K as of Q4 2021.
  • Hayden Royal bought 31 Salesforce shares in Q4 2021, an estimated $8.71K.
  • Salesforce made up 1.02% of Hayden Royal's portfolio in Q4 2021, its #20 holding.
  • Hayden Royal first reported a position in Salesforce in Q4 2018 and has held it in 11 quarters since.
  • Hayden Royal's Salesforce position peaked at $536K in Q2 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.