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Marvin & Palmer Associates’s Salesforce CRM Stock Holding History

Marvin & Palmer Associates’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
2020
Q4 		– Sell
-26,944
Closed -$6.77M – 33
2020
Q3 		$6.77M Sell
26,944
-554
-2% -$121K 3.57% 20
2020
Q2 		$5.15M Buy
27,498
+4,732
+21% +$797K 3.11% 20
2020
Q1 		$3.28M Buy
+22,766
New +$3.9M 3.13% 19
2019
Q3 		– Sell
-35,538
Closed -$5.39M – 28
2019
Q2 		$5.39M Buy
35,538
+2,418
+7% +$379K 3.57% 19
2019
Q1 		$5.25M Buy
+33,120
New +$5.13M 4.09% 11
2016
Q4 		– Sell
-56,660
Closed -$4.04M – 36
2016
Q3 		$4.04M Buy
56,660
+26,960
+91% +$2.1M 3.17% 12
2016
Q2 		$2.36M Buy
29,700
+4,000
+16% +$314K 3.2% 9
2016
Q1 		$1.9M Buy
+25,700
New +$1.77M 2.21% 21

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marvin & Palmer Associates's CRM Position: Q4 2020 in Review

Marvin & Palmer Associates sold out of Salesforce (CRM) in Q4 2020, closing a stake of 26,944 shares — an estimated $6.77M sold.

Marvin & Palmer Associates first reported a position in CRM in Q1 2016 and held it in 8 quarters. The position peaked at $6.77M in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Marvin & Palmer Associates reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Marvin & Palmer Associates sold 26,944 Salesforce shares in Q4 2020, an estimated $6.77M.
  • Marvin & Palmer Associates first reported a position in Salesforce in Q1 2016 and held it in 8 quarters.
  • Marvin & Palmer Associates's Salesforce position peaked at $6.77M in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Marvin & Palmer Associates's 13F filing for Q4 2020, filed 12 Feb 2021.