KPCM
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Kings Point Capital Management’s Salesforce CRM Stock Holding History

Kings Point Capital 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
2022
Q1 		$338K Sell
1,592
-148
-9% -$31.9K 0.03% 162
2021
Q4 		$442K Buy
1,740
+318
+22% +$89.4K 0.04% 156
2021
Q3 		$386K Buy
1,422
+265
+23% +$67.3K 0.03% 156
2021
Q2 		$283K Buy
1,157
+102
+10% +$23.5K 0.03% 180
2021
Q1 		$223K Sell
1,055
-33
-3% -$7.35K 0.02% 194
2020
Q4 		$242K Sell
1,088
-567
-34% -$138K 0.03% 171
2020
Q3 		$416K Buy
1,655
+73
+5% +$16K 0.05% 133
2020
Q2 		$296K Sell
1,582
-40
-2% -$6.74K 0.04% 137
2020
Q1 		$233K Buy
1,622
+200
+14% +$34.3K 0.04% 149
2019
Q4 		$231K Buy
1,422
+520
+58% +$81.5K 0.03% 167
2019
Q3 		$134K Buy
902
+100
+12% +$15.2K 0.02% 194
2019
Q2 		$122K Buy
802
+64
+9% +$10K 0.02% 183
2019
Q1 		$117K Buy
738
+300
+68% +$46.5K 0.02% 169
2018
Q4 		$60K Hold
438
– – 0.01% 202
2018
Q3 		$70K Hold
438
– – 0.01% 210
2018
Q2 		$60K Hold
438
– – 0.01% 221
2018
Q1 		$51K Buy
+438
New +$50.3K 0.01% 233

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

Kings Point Capital Management's CRM Position: Q1 2022 in Review

Kings Point Capital Management reduced its Salesforce (CRM) stake by 8.5% in Q1 2022, selling an estimated $31.9K and leaving 1,592 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #162.

Kings Point Capital Management first reported a position in CRM in Q1 2018 and has held it in 17 quarters since. The position peaked at $442K in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Kings Point Capital Management held 1,592 shares of Salesforce worth $338K as of Q1 2022.
  • Kings Point Capital Management sold 148 Salesforce shares in Q1 2022, an estimated $31.9K.
  • Salesforce made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #162 holding.
  • Kings Point Capital Management first reported a position in Salesforce in Q1 2018 and has held it in 17 quarters since.
  • Kings Point Capital Management's Salesforce position peaked at $442K in Q4 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.