NinePointTwo Capital’s Salesforce CRM Stock Holding History

NinePointTwo Capital’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 Q3	–	Sell	-988	Closed	-$241K	–	85
2021 Q2	$241K	Buy	+988	New	+$228K	0.08%	51

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

NinePointTwo Capital's CRM Position: Q3 2021 in Review

NinePointTwo Capital sold out of Salesforce (CRM) in Q3 2021, closing a stake of 988 shares — an estimated $241K sold.

NinePointTwo Capital first reported a position in CRM in Q2 2021 and held it in 1 quarter. The position peaked at $241K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

NinePointTwo Capital reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
NinePointTwo Capital sold 988 Salesforce shares in Q3 2021, an estimated $241K.
NinePointTwo Capital first reported a position in Salesforce in Q2 2021 and held it in 1 quarter.
NinePointTwo Capital's Salesforce position peaked at $241K in Q2 2021.
2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on NinePointTwo Capital's 13F filing for Q3 2021, filed 10 Nov 2021.