MAFM
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Mid Atlantic Financial Management’s Salesforce CRM Stock Holding History

Mid Atlantic 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
Q3 		$1.72M Buy
6,355
+1,434
+29% +$364K 0.12% 157
2021
Q2 		$1.2M Buy
4,921
+431
+10% +$99.3K 0.08% 205
2021
Q1 		$951K Sell
4,490
-1,195
-21% -$266K 0.07% 250
2020
Q4 		$1.26M Buy
5,685
+956
+20% +$232K 0.1% 183
2020
Q3 		$1.23M Buy
4,729
+1,319
+39% +$289K 0.11% 173
2020
Q2 		$639K Buy
3,410
+133
+4% +$22.4K 0.06% 273
2020
Q1 		$472K Buy
3,277
+875
+36% +$150K 0.05% 317
2019
Q4 		$391K Buy
2,402
+85
+4% +$13.3K 0.04% 458
2019
Q3 		$344K Sell
2,317
-1,305
-36% -$198K 0.04% 469
2019
Q2 		$550K Buy
3,622
+739
+26% +$116K 0.06% 344
2019
Q1 		$457K Buy
2,883
+1,210
+72% +$188K 0.05% 385
2018
Q4 		$229K Buy
+1,673
New +$230K 0.03% 547

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mid Atlantic Financial Management's CRM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Salesforce (CRM) stake by 29% in Q3 2021, buying an estimated $364K and bringing the position to 6,355 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #157.

Mid Atlantic Financial Management first reported a position in CRM in Q4 2018 and has held it in 12 quarters since. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Mid Atlantic Financial Management held 6,355 shares of Salesforce worth $1.72M as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,434 Salesforce shares in Q3 2021, an estimated $364K.
  • Salesforce made up 0.12% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #157 holding.
  • Mid Atlantic Financial Management first reported a position in Salesforce in Q4 2018 and has held it in 12 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.