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Mountain Pacific Investment Advisers’s Salesforce CRM Stock Holding History

Mountain Pacific Investment Advisers’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
2020
Q4 		– Sell
-797
Closed -$200K – 132
2020
Q3 		$200K Buy
+797
New +$174K 0.02% 125

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mountain Pacific Investment Advisers's CRM Position: Q4 2020 in Review

Mountain Pacific Investment Advisers sold out of Salesforce (CRM) in Q4 2020, closing a stake of 797 shares — an estimated $200K sold.

Mountain Pacific Investment Advisers first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $200K in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Mountain Pacific Investment Advisers reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 797 Salesforce shares in Q4 2020, an estimated $200K.
  • Mountain Pacific Investment Advisers first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
  • Mountain Pacific Investment Advisers's Salesforce position peaked at $200K in Q3 2020.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2020, filed 21 Jan 2021.