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Indie Asset Partners’s Salesforce CRM Stock Holding History

Indie Asset Partners’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
2022
Q1 		– Sell
-835
Closed -$212K – 125
2021
Q4 		$212K Sell
835
-3
-0.4% -$843 0.15% 122
2021
Q3 		$227K Hold
838
– – 0.18% 107
2021
Q2 		$205K Buy
+838
New +$193K 0.17% 119
2021
Q1 		– Sell
-1,010
Closed -$225K – 121
2020
Q4 		$225K Sell
1,010
-190
-16% -$46.2K 0.26% 96
2020
Q3 		$302K Buy
1,200
+40
+3% +$8.76K 0.38% 65
2020
Q2 		$229K Sell
1,160
-617
-35% -$104K 0.29% 79
2020
Q1 		$256K Buy
1,777
+12
+0.7% +$2.06K 0.32% 61
2019
Q4 		$287K Buy
+1,765
New +$277K 0.3% 63

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Indie Asset Partners's CRM Position: Q1 2022 in Review

Indie Asset Partners sold out of Salesforce (CRM) in Q1 2022, closing a stake of 835 shares — an estimated $212K sold.

Indie Asset Partners first reported a position in CRM in Q4 2019 and held it in 8 quarters. The position peaked at $302K in Q3 2020. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Indie Asset Partners reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Indie Asset Partners sold 835 Salesforce shares in Q1 2022, an estimated $212K.
  • Indie Asset Partners first reported a position in Salesforce in Q4 2019 and held it in 8 quarters.
  • Indie Asset Partners's Salesforce position peaked at $302K in Q3 2020.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Indie Asset Partners's 13F filing for Q1 2022, filed 10 May 2022.