NNP
CRM icon

Nachman Norwood & Parrott’s Salesforce CRM Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$201K Buy
+823
New +$190K 0.02% 284
2020
Q4 		– Sell
-799
Closed -$201K – 422
2020
Q3 		$201K Buy
+799
New +$175K 0.03% 248

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Nachman Norwood & Parrott's CRM Position: Q2 2021 in Review

Nachman Norwood & Parrott opened a new position in Salesforce (CRM) in Q2 2021: 823 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Nachman Norwood & Parrott previously reported a position in CRM as recently as Q3 2020.

Nachman Norwood & Parrott first reported a position in CRM in Q3 2020 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Nachman Norwood & Parrott held 823 shares of Salesforce worth $201K as of Q2 2021.
  • Salesforce was a new Nachman Norwood & Parrott position in Q2 2021.
  • Salesforce made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #284 holding.
  • Nachman Norwood & Parrott first reported a position in Salesforce in Q3 2020 and has held it in 2 quarters since.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.