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Homrich & Berg’s Salesforce CRM Stock Holding History

Homrich & Berg’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 		$979K Buy
3,609
+36
+1% +$9.14K 0.02% 220
2021
Q2 		$873K Buy
3,573
+262
+8% +$60.4K 0.02% 236
2021
Q1 		$702K Buy
3,311
+5
+0.2% +$1.11K 0.02% 239
2020
Q4 		$736K Buy
3,306
+406
+14% +$98.7K 0.02% 227
2020
Q3 		$729K Sell
2,900
-281
-9% -$61.5K 0.03% 191
2020
Q2 		$596K Buy
3,181
+184
+6% +$31K 0.02% 190
2020
Q1 		$432K Sell
2,997
-283
-9% -$48.5K 0.02% 205
2019
Q4 		$533K Buy
3,280
+154
+5% +$24.1K 0.02% 222
2019
Q3 		$464K Sell
3,126
-297
-9% -$45.1K 0.02% 223
2019
Q2 		$519K Buy
3,423
+756
+28% +$118K 0.03% 223
2019
Q1 		$422K Buy
2,667
+220
+9% +$34.1K 0.02% 233
2018
Q4 		$335K Buy
2,447
+246
+11% +$33.8K 0.02% 236
2018
Q3 		$350K Buy
2,201
+337
+18% +$50K 0.02% 252
2018
Q2 		$254K Buy
+1,864
New +$238K 0.02% 275
2018
Q1 		– Sell
-2,993
Closed -$306K – 337
2017
Q4 		$306K Buy
2,993
+335
+13% +$34.1K 0.02% 252
2017
Q3 		$248K Sell
2,658
-98
-4% -$9.02K 0.02% 280
2017
Q2 		$239K Buy
2,756
+98
+4% +$8.53K 0.02% 255
2017
Q1 		$219K Buy
+2,658
New +$212K 0.02% 274
2016
Q4 		– Sell
-5,617
Closed -$401K – 273
2016
Q3 		$401K Buy
5,617
+1,796
+47% +$140K 0.04% 172
2016
Q2 		$303K Buy
+3,821
New +$300K 0.03% 198

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Homrich & Berg's CRM Position: Q3 2021 in Review

Homrich & Berg increased its Salesforce (CRM) stake by 1% in Q3 2021, buying an estimated $9.14K and bringing the position to 3,609 shares worth $979K. The position accounts for 0.02% of the portfolio, ranked #220.

Homrich & Berg first reported a position in CRM in Q2 2016 and has held it in 20 quarters since. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Homrich & Berg held 3,609 shares of Salesforce worth $979K as of Q3 2021.
  • Homrich & Berg bought 36 Salesforce shares in Q3 2021, an estimated $9.14K.
  • Salesforce made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #220 holding.
  • Homrich & Berg first reported a position in Salesforce in Q2 2016 and has held it in 20 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.