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Mountain Capital Investment Advisors’s Salesforce CRM Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-11,305
Closed -$1.74M – 79
2022
Q3 		$1.74M Sell
11,305
-1,074
-9% -$182K 0.91% 27
2022
Q2 		$2.19M Buy
12,379
+1,698
+16% +$300K 1.09% 18
2022
Q1 		$2.09M Buy
10,681
+52
+0.5% +$11.2K 0.99% 22
2021
Q4 		$2.5M Buy
10,629
+2,528
+31% +$710K 1.13% 16
2021
Q3 		$2.21M Sell
8,101
-436
-5% -$111K 1.17% 20
2021
Q2 		$2.1M Sell
8,537
-374
-4% -$86.2K 0.97% 21
2021
Q1 		$2.07M Buy
8,911
+2,301
+35% +$512K 1.04% 22
2020
Q4 		$1.44M Sell
6,610
-1,586
-19% -$386K 0.87% 29
2020
Q3 		$2.19M Buy
+8,196
New +$1.79M 1.41% 20
2017
Q4 		– Sell
-100
Closed -$9K – 112
2017
Q3 		$9K Hold
100
– – 0.01% 282
2017
Q2 		$9K Buy
+100
New +$8.71K 0.01% 307

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's CRM Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 11,305 shares — an estimated $1.74M sold.

Mountain Capital Investment Advisors first reported a position in CRM in Q2 2017 and held it in 11 quarters. The position peaked at $2.5M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Mountain Capital Investment Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 11,305 Salesforce shares in Q4 2022, an estimated $1.74M.
  • Mountain Capital Investment Advisors first reported a position in Salesforce in Q2 2017 and held it in 11 quarters.
  • Mountain Capital Investment Advisors's Salesforce position peaked at $2.5M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.