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John W. Brooker & Co’s Salesforce CRM Stock Holding History

John W. Brooker & Co’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
-129
Closed -$33K – 189
2021
Q4 		$33K Hold
129
– – 0.02% 108
2021
Q3 		$35K Hold
129
– – 0.02% 96
2021
Q2 		$32K Hold
129
– – 0.02% 99
2021
Q1 		$27K Hold
129
– – 0.02% 91
2020
Q4 		$29K Hold
129
– – 0.02% 88
2020
Q3 		$32K Hold
129
– – 0.02% 78
2020
Q2 		$24K Hold
129
– – 0.02% 85
2020
Q1 		$19K Hold
129
– – 0.01% 91
2019
Q4 		$21K Buy
+129
New +$20.2K 0.01% 98

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

John W. Brooker & Co's CRM Position: Q1 2022 in Review

John W. Brooker & Co sold out of Salesforce (CRM) in Q1 2022, closing a stake of 129 shares — an estimated $33K sold.

John W. Brooker & Co first reported a position in CRM in Q4 2019 and held it in 9 quarters. The position peaked at $35K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • John W. Brooker & Co reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 129 Salesforce shares in Q1 2022, an estimated $33K.
  • John W. Brooker & Co first reported a position in Salesforce in Q4 2019 and held it in 9 quarters.
  • John W. Brooker & Co's Salesforce position peaked at $35K in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on John W. Brooker & Co's 13F filing for Q1 2022, filed 18 Apr 2022.