MD Financial Management’s Salesforce CRM Stock Holding History

MD Financial 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
2021 Q2	–	Sell	-13,713	Closed	-$2.9M	–	322
2021 Q1	$2.9M	Buy	+13,713	New	+$3.05M	0.08%	90

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MD Financial Management's CRM Position: Q2 2021 in Review

MD Financial Management sold out of Salesforce (CRM) in Q2 2021, closing a stake of 13,713 shares — an estimated $2.9M sold.

MD Financial Management first reported a position in CRM in Q1 2021 and held it in 1 quarter. The position peaked at $2.9M in Q1 2021. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

MD Financial Management reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
MD Financial Management sold 13,713 Salesforce shares in Q2 2021, an estimated $2.9M.
MD Financial Management first reported a position in Salesforce in Q1 2021 and held it in 1 quarter.
MD Financial Management's Salesforce position peaked at $2.9M in Q1 2021.
2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

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