MFW
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Meristem Family Wealth’s Salesforce CRM Stock Holding History

Meristem Family Wealth’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
Q1 		$1.22M Sell
5,729
-3,170
-36% -$682K 0.13% 89
2021
Q4 		$2.26M Buy
8,899
+258
+3% +$72.5K 0.19% 59
2021
Q3 		$2.34M Buy
8,641
+2,760
+47% +$701K 0.23% 54
2021
Q2 		$1.44M Buy
5,881
+1,605
+38% +$370K 0.23% 55
2021
Q1 		$906K Hold
4,276
– – 0.18% 72
2020
Q4 		$952K Hold
4,276
– – 0.2% 64
2020
Q3 		$1.07M Hold
4,276
– – 0.28% 53
2020
Q2 		$801K Buy
4,276
+24
+0.6% +$4.04K 0.22% 67
2020
Q1 		$612K Buy
4,252
+565
+15% +$96.9K 0.19% 75
2019
Q4 		$600K Buy
3,687
+474
+15% +$74.3K 0.15% 86
2019
Q3 		$477K Buy
3,213
+1,400
+77% +$213K 0.13% 103
2019
Q2 		$275K Hold
1,813
– – 0.08% 127
2019
Q1 		$287K Hold
1,813
– – 0.1% 107
2018
Q4 		$248K Buy
1,813
+25
+1% +$3.44K 0.09% 107
2018
Q3 		$284K Hold
1,788
– – 0.1% 114
2018
Q2 		$244K Hold
1,788
– – 0.09% 117
2018
Q1 		$208K Buy
+1,788
New +$205K 0.07% 121
2016
Q4 		– Sell
-3,077
Closed -$219K – 115
2016
Q3 		$219K Sell
3,077
-57
-2% -$4.45K 0.09% 104
2016
Q2 		$249K Sell
3,134
-619
-16% -$48.6K 0.11% 89
2016
Q1 		$277K Buy
3,753
+104
+3% +$7.16K 0.12% 89
2015
Q4 		$286K Buy
+3,649
New +$285K 0.11% 90
2014
Q1 		– Sell
-6,200
Closed -$342K – 111
2013
Q4 		$342K Hold
6,200
– – 0.14% 80
2013
Q3 		$322K Hold
6,200
– – 0.15% 75
2013
Q2 		$237K Buy
+6,200
New +$256K 0.11% 90

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Meristem Family Wealth's CRM Position: Q1 2022 in Review

Meristem Family Wealth reduced its Salesforce (CRM) stake by 36% in Q1 2022, selling an estimated $682K and leaving 5,729 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #89.

Meristem Family Wealth first reported a position in CRM in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.34M in Q3 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Meristem Family Wealth held 5,729 shares of Salesforce worth $1.22M as of Q1 2022.
  • Meristem Family Wealth sold 3,170 Salesforce shares in Q1 2022, an estimated $682K.
  • Salesforce made up 0.13% of Meristem Family Wealth's portfolio in Q1 2022, its #89 holding.
  • Meristem Family Wealth first reported a position in Salesforce in Q2 2013 and has held it in 24 quarters since.
  • Meristem Family Wealth's Salesforce position peaked at $2.34M in Q3 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.