IF
CRM icon

Ironwood Financial’s Salesforce CRM Stock Holding History

Ironwood Financial’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 		– Sell
-389
Closed -$106K – 197
2021
Q3 		$106K Hold
389
– – 0.03% 137
2021
Q2 		$95K Hold
389
– – 0.03% 141
2021
Q1 		$82K Hold
389
– – 0.03% 140
2020
Q4 		$87K Hold
389
– – 0.03% 132
2020
Q3 		$98K Hold
389
– – 0.05% 84
2020
Q2 		$73K Sell
389
-244
-39% -$41.1K 0.04% 87
2020
Q1 		$91K Sell
633
-1,133
-64% -$194K 0.06% 60
2019
Q4 		$287K Hold
1,766
– – 0.13% 43
2019
Q3 		$262K Buy
+1,766
New +$268K 0.13% 44
2015
Q1 		– Sell
-5
Closed – – 351
2014
Q4 		$0 Buy
+5
New +$295 ﹤0.01% 331

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

Ironwood Financial's CRM Position: Q4 2021 in Review

Ironwood Financial sold out of Salesforce (CRM) in Q4 2021, closing a stake of 389 shares — an estimated $106K sold.

Ironwood Financial first reported a position in CRM in Q4 2014 and held it in 10 quarters. The position peaked at $287K in Q4 2019. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Ironwood Financial reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 389 Salesforce shares in Q4 2021, an estimated $106K.
  • Ironwood Financial first reported a position in Salesforce in Q4 2014 and held it in 10 quarters.
  • Ironwood Financial's Salesforce position peaked at $287K in Q4 2019.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.