NVCHI
CRM icon

New Vernon Capital Holdings II’s Salesforce CRM Stock Holding History

New Vernon Capital Holdings II’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
-2,065
Closed -$519K – 37
2020
Q3 		$519K Buy
+2,065
New +$452K 0.19% 38

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

New Vernon Capital Holdings II's CRM Position: Q4 2020 in Review

New Vernon Capital Holdings II sold out of Salesforce (CRM) in Q4 2020, closing a stake of 2,065 shares — an estimated $519K sold.

New Vernon Capital Holdings II first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $519K in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • New Vernon Capital Holdings II reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 2,065 Salesforce shares in Q4 2020, an estimated $519K.
  • New Vernon Capital Holdings II first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
  • New Vernon Capital Holdings II's Salesforce position peaked at $519K in Q3 2020.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on New Vernon Capital Holdings II's 13F filing for Q4 2020, filed 12 Feb 2021.