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
2020 Q2	–	Sell	-500	Closed	-$72K	–	321
2020 Q1	$72K	Buy	+500	New	+$85.7K	﹤0.01%	296

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.