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Mariner Independent Advisor Network’s Salesforce CRM Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$5.09M Buy
35,376
+12,884
+57% +$2.18M 0.22% 116
2022
Q2 		$3.87M Sell
22,492
-2,852
-11% -$504K 0.16% 145
2022
Q1 		$5.36M Buy
25,344
+4,740
+23% +$1.02M 0.21% 123
2021
Q4 		$5.26M Sell
20,604
-1,991
-9% -$559K 0.25% 97
2021
Q3 		$6.09M Sell
22,595
-17
-0.1% -$4.32K 0.3% 87
2021
Q2 		$5.52M Buy
22,612
+3,684
+19% +$849K 0.25% 99
2021
Q1 		$4.01M Buy
18,928
+4,133
+28% +$920K 0.21% 120
2020
Q4 		$3.29M Buy
14,795
+2,126
+17% +$517K 0.18% 142
2020
Q3 		$3.18M Sell
12,669
-375
-3% -$82.1K 0.26% 101
2020
Q2 		$2.51M Sell
13,044
-1,236
-9% -$208K 0.23% 110
2020
Q1 		$1.92M Buy
14,280
+1,214
+9% +$208K 0.17% 133
2019
Q4 		$2.13M Sell
13,066
-126
-1% -$19.8K 0.15% 151
2019
Q3 		$1.95M Sell
13,192
-999
-7% -$152K 0.15% 162
2019
Q2 		$2.17M Sell
14,191
-83
-0.6% -$13K 0.16% 141
2019
Q1 		$2.3M Buy
14,274
+136
+1% +$21.1K 0.19% 127
2018
Q4 		$2.08M Buy
+14,138
New +$1.94M 0.19% 130
2018
Q3 		– Sell
-14,157
Closed -$1.93M – 236
2018
Q2 		$1.93M Buy
+14,157
New +$1.81M 0.34% 64
2017
Q2 		– Sell
-12,686
Closed -$1.05M – 208
2017
Q1 		$1.05M Buy
+12,686
New +$1.01M 0.13% 101

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mariner Independent Advisor Network's CRM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Salesforce (CRM) stake by 57% in Q3 2022, buying an estimated $2.18M and bringing the position to 35,376 shares worth $5.09M. The position accounts for 0.22% of the portfolio, ranked #116.

Mariner Independent Advisor Network first reported a position in CRM in Q1 2017 and has held it in 18 quarters since. The position peaked at $6.09M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Mariner Independent Advisor Network held 35,376 shares of Salesforce worth $5.09M as of Q3 2022.
  • Mariner Independent Advisor Network bought 12,884 Salesforce shares in Q3 2022, an estimated $2.18M.
  • Salesforce made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #116 holding.
  • Mariner Independent Advisor Network first reported a position in Salesforce in Q1 2017 and has held it in 18 quarters since.
  • Mariner Independent Advisor Network's Salesforce position peaked at $6.09M in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.