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Next Financial Group’s Salesforce CRM Stock Holding History

Next Financial Group’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
Q4 		$4.5M Buy
17,694
+1,095
+7% +$308K 0.3% 64
2021
Q3 		$4.5M Sell
16,599
-777
-4% -$197K 0.35% 50
2021
Q2 		$4.24M Buy
17,376
+2,867
+20% +$661K 0.34% 59
2021
Q1 		$3.08M Buy
14,509
+710
+5% +$158K 0.27% 78
2020
Q4 		$3.07M Sell
13,799
-2,313
-14% -$562K 0.29% 77
2020
Q3 		$4.05M Sell
16,112
-2,573
-14% -$563K 0.44% 42
2020
Q2 		$3.5M Buy
18,685
+2,709
+17% +$456K 0.41% 55
2020
Q1 		$2.3M Sell
15,976
-3,589
-18% -$615K 0.3% 77
2019
Q4 		$3.18M Sell
19,565
-2,803
-13% -$439K 0.33% 63
2019
Q3 		$3.32M Buy
22,368
+1,951
+10% +$296K 0.36% 55
2019
Q2 		$3.1M Buy
20,417
+14,710
+258% +$2.31M 0.33% 65
2019
Q1 		$903K Sell
5,707
-10,288
-64% -$1.59M 0.23% 51
2018
Q4 		$2.19M Buy
15,995
+12,836
+406% +$1.77M 0.46% 45
2018
Q3 		$502K Sell
3,159
-1,061
-25% -$157K 0.23% 95
2018
Q2 		$576K Sell
4,220
-2,321
-35% -$296K 0.22% 119
2018
Q1 		$761K Buy
6,541
+1,258
+24% +$144K 0.16% 156
2017
Q4 		$540K Sell
5,283
-351
-6% -$35.8K 0.23% 123
2017
Q3 		$546K Sell
5,634
-850
-13% -$78.2K 0.15% 149
2017
Q2 		$562K Buy
6,484
+411
+7% +$35.8K 0.14% 167
2017
Q1 		$523K Buy
6,073
+2,239
+58% +$179K 0.15% 161
2016
Q4 		$262K Buy
3,834
+2,080
+119% +$151K 0.05% 389
2016
Q3 		$125K Buy
1,754
+39
+2% +$3.04K 0.02% 590
2016
Q2 		$136K Sell
1,715
-50
-3% -$3.92K 0.04% 381
2016
Q1 		$130K Buy
1,765
+283
+19% +$19.5K 0.05% 365
2015
Q4 		$116K Buy
1,482
+57
+4% +$4.45K 0.04% 378
2015
Q3 		$98K Buy
1,425
+250
+21% +$17.7K 0.04% 425
2015
Q2 		$81K Hold
1,175
– – 0.03% 528
2015
Q1 		$78K Buy
1,175
+140
+14% +$8.68K 0.03% 534
2014
Q4 		$61K Sell
1,035
-1,100
-52% -$64.9K 0.02% 592
2014
Q3 		$123K Buy
2,135
+2,035
+2,035% +$115K 0.02% 594
2014
Q2 		$5K Buy
+100
New +$5.4K ﹤0.01% 911

Other funds holding CRM

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Next Financial Group's CRM Position: Q4 2021 in Review

Next Financial Group increased its Salesforce (CRM) stake by 6.6% in Q4 2021, buying an estimated $308K and bringing the position to 17,694 shares worth $4.5M. The position accounts for 0.3% of the portfolio, ranked #64.

Next Financial Group first reported a position in CRM in Q2 2014 and has held it in 31 quarters since. The position peaked at $4.5M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Next Financial Group held 17,694 shares of Salesforce worth $4.5M as of Q4 2021.
  • Next Financial Group bought 1,095 Salesforce shares in Q4 2021, an estimated $308K.
  • Salesforce made up 0.3% of Next Financial Group's portfolio in Q4 2021, its #64 holding.
  • Next Financial Group first reported a position in Salesforce in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Salesforce position peaked at $4.5M in Q3 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.