MF
CRM icon

Manchester Financial’s Salesforce CRM Stock Holding History

Manchester 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
Q2 		– Sell
-311
Closed -$66K – 196
2021
Q1 		$66K Sell
311
-49
-14% -$10.9K 0.03% 148
2020
Q4 		$80K Buy
360
+59
+20% +$14.3K 0.05% 109
2020
Q3 		$76K Hold
301
– – 0.06% 103
2020
Q2 		$56K Sell
301
-101
-25% -$17K 0.05% 119
2020
Q1 		$58K Buy
402
+74
+23% +$12.7K 0.04% 110
2019
Q4 		$53K Buy
+328
New +$51.4K 0.02% 138
2019
Q3 		– Sell
-328
Closed -$50K – 129
2019
Q2 		$50K Buy
+328
New +$51.4K 0.02% 138

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manchester Financial's CRM Position: Q2 2021 in Review

Manchester Financial sold out of Salesforce (CRM) in Q2 2021, closing a stake of 311 shares — an estimated $66K sold.

Manchester Financial first reported a position in CRM in Q2 2019 and held it in 7 quarters. The position peaked at $80K in Q4 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Manchester Financial reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 311 Salesforce shares in Q2 2021, an estimated $66K.
  • Manchester Financial first reported a position in Salesforce in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Salesforce position peaked at $80K in Q4 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.