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Hotaling Investment Management’s Salesforce CRM Stock Holding History

Hotaling Investment Management’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
Q1 		– Sell
-7,830
Closed -$1.74M – 118
2020
Q4 		$1.74M Buy
7,830
+273
+4% +$66.4K 0.81% 46
2020
Q3 		$1.9M Sell
7,557
-81
-1% -$17.7K 1.03% 33
2020
Q2 		$1.43M Sell
7,638
-178
-2% -$30K 0.83% 45
2020
Q1 		$1.13M Sell
7,816
-261
-3% -$44.7K 0.84% 43
2019
Q4 		$1.31M Buy
8,077
+128
+2% +$20.1K 0.75% 51
2019
Q3 		$1.18M Buy
7,949
+466
+6% +$70.8K 0.76% 51
2019
Q2 		$1.14M Buy
7,483
+11
+0.1% +$1.72K 0.73% 50
2019
Q1 		$1.18M Buy
7,472
+9
+0.1% +$1.4K 0.8% 48
2018
Q4 		$1.02M Buy
+7,463
New +$1.03M 0.83% 47

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotaling Investment Management's CRM Position: Q1 2021 in Review

Hotaling Investment Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 7,830 shares — an estimated $1.74M sold.

Hotaling Investment Management first reported a position in CRM in Q4 2018 and held it in 9 quarters. The position peaked at $1.9M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Hotaling Investment Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Hotaling Investment Management sold 7,830 Salesforce shares in Q1 2021, an estimated $1.74M.
  • Hotaling Investment Management first reported a position in Salesforce in Q4 2018 and held it in 9 quarters.
  • Hotaling Investment Management's Salesforce position peaked at $1.9M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Hotaling Investment Management's 13F filing for Q1 2021, filed 11 May 2021.