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CRM icon

Newfound Research’s Salesforce CRM Stock Holding History

Newfound Research’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
Q1 		– Sell
-393
Closed -$100K – 138
2021
Q4 		$100K Buy
+393
New +$110K 0.12% 94
2021
Q1 		– Sell
-245
Closed -$55K – 134
2020
Q4 		$55K Buy
245
+74
+43% +$18K 0.14% 108
2020
Q3 		$43K Buy
+171
New +$37.4K 0.12% 30

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Newfound Research's CRM Position: Q1 2022 in Review

Newfound Research sold out of Salesforce (CRM) in Q1 2022, closing a stake of 393 shares — an estimated $100K sold.

Newfound Research first reported a position in CRM in Q3 2020 and held it in 3 quarters. The position peaked at $100K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Newfound Research reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Newfound Research sold 393 Salesforce shares in Q1 2022, an estimated $100K.
  • Newfound Research first reported a position in Salesforce in Q3 2020 and held it in 3 quarters.
  • Newfound Research's Salesforce position peaked at $100K in Q4 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Newfound Research's 13F filing for Q1 2022, filed 4 May 2022.