MC
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Montag & Caldwell’s Salesforce CRM Stock Holding History

Montag & Caldwell’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
Q1 		– Sell
-18,697
Closed -$4.49M – 71
2020
Q4 		$4.49M Sell
18,697
-235,068
-93% -$57.2M 0.25% 34
2020
Q3 		$63.8M Sell
253,765
-76,842
-23% -$16.8M 3.87% 7
2020
Q2 		$61.9M Sell
330,607
-91,431
-22% -$15.4M 4.1% 6
2020
Q1 		$60.8M Sell
422,038
-19,866
-4% -$3.41M 4.03% 8
2019
Q4 		$71.9M Buy
441,904
+84,592
+24% +$13.3M 3.43% 10
2019
Q3 		$53M Sell
357,312
-2,472
-0.7% -$376K 2.73% 20
2019
Q2 		$54.6M Buy
359,784
+89,098
+33% +$14M 2.81% 20
2019
Q1 		$42.9M Buy
270,686
+51,030
+23% +$7.91M 2.24% 21
2018
Q4 		$30.1M Buy
+219,656
New +$30.2M 1.64% 31

Other funds holding CRM

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Montag & Caldwell's CRM Position: Q1 2021 in Review

Montag & Caldwell sold out of Salesforce (CRM) in Q1 2021, closing a stake of 18,697 shares — an estimated $4.49M sold.

Montag & Caldwell first reported a position in CRM in Q4 2018 and held it in 9 quarters. The position peaked at $71.9M in Q4 2019. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Montag & Caldwell reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Montag & Caldwell sold 18,697 Salesforce shares in Q1 2021, an estimated $4.49M.
  • Montag & Caldwell first reported a position in Salesforce in Q4 2018 and held it in 9 quarters.
  • Montag & Caldwell's Salesforce position peaked at $71.9M in Q4 2019.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Montag & Caldwell's 13F filing for Q1 2021, filed 11 May 2021.