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Maryland Capital Management’s Salesforce CRM Stock Holding History

Maryland 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
Q3 		$17.8M Buy
123,944
+822
+0.7% +$139K 1.49% 20
2022
Q2 		$20.3M Sell
123,122
-7,035
-5% -$1.24M 1.6% 17
2022
Q1 		$27.6M Sell
130,157
-2,206
-2% -$475K 1.73% 15
2021
Q4 		$33.6M Buy
132,363
+2,409
+2% +$677K 1.82% 17
2021
Q3 		$35.2M Buy
129,954
+1,475
+1% +$375K 2.11% 15
2021
Q2 		$31.4M Buy
128,479
+1,830
+1% +$422K 1.89% 18
2021
Q1 		$26.8M Buy
126,649
+5,593
+5% +$1.25M 1.79% 17
2020
Q4 		$26.9M Buy
121,056
+7,857
+7% +$1.91M 1.89% 16
2020
Q3 		$28.4M Buy
113,199
+372
+0.3% +$81.4K 2.33% 13
2020
Q2 		$21.1M Buy
112,827
+6,727
+6% +$1.13M 1.95% 15
2020
Q1 		$15.3M Buy
106,100
+6,487
+7% +$1.11M 1.81% 14
2019
Q4 		$16.2M Buy
99,613
+1,507
+2% +$236K 1.72% 20
2019
Q3 		$14.6M Buy
98,106
+3,458
+4% +$526K 1.66% 21
2019
Q2 		$14.4M Buy
94,648
+5,625
+6% +$881K 1.7% 22
2019
Q1 		$14.1M Buy
89,023
+8,123
+10% +$1.26M 1.75% 19
2018
Q4 		$11.1M Buy
80,900
+78,573
+3,377% +$10.8M 1.6% 22
2018
Q3 		$370K Buy
2,327
+95
+4% +$14.1K 0.05% 135
2018
Q2 		$304K Buy
2,232
+387
+21% +$49.4K 0.04% 143
2018
Q1 		$215K Buy
+1,845
New +$212K 0.03% 158

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

Maryland Capital Management's CRM Position: Q3 2022 in Review

Maryland Capital Management increased its Salesforce (CRM) stake by 0.67% in Q3 2022, buying an estimated $139K and bringing the position to 123,944 shares worth $17.8M. The position accounts for 1.49% of the portfolio, ranked #20.

Maryland Capital Management first reported a position in CRM in Q1 2018 and has held it in 19 quarters since. The position peaked at $35.2M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Maryland Capital Management held 123,944 shares of Salesforce worth $17.8M as of Q3 2022.
  • Maryland Capital Management bought 822 Salesforce shares in Q3 2022, an estimated $139K.
  • Salesforce made up 1.49% of Maryland Capital Management's portfolio in Q3 2022, its #20 holding.
  • Maryland Capital Management first reported a position in Salesforce in Q1 2018 and has held it in 19 quarters since.
  • Maryland Capital Management's Salesforce position peaked at $35.2M in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.