North American Management’s Salesforce CRM Stock Holding History

North American Management’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 Q1	$420K	Hold	1,981	–	–	0.06%	86
2020 Q4	$441K	Hold	1,981	–	–	0.06%	87
2020 Q3	$498K	Hold	1,981	–	–	0.08%	84
2020 Q2	$371K	Sell	1,981 -65	-3%	-$11K	0.06%	90
2020 Q1	$295K	Hold	2,046	–	–	0.05%	90
2019 Q4	$333K	Hold	2,046	–	–	0.05%	103
2019 Q3	$304K	Hold	2,046	–	–	0.05%	105
2019 Q2	$310K	Hold	2,046	–	–	0.05%	104
2019 Q1	$324K	Hold	2,046	–	–	0.05%	101
2018 Q4	$280K	Hold	2,046	–	–	0.05%	105
2018 Q3	$325K	Hold	2,046	–	–	0.05%	109
2018 Q2	$279K	Sell	2,046 -125	-6%	-$15.9K	0.05%	111
2018 Q1	$252K	Hold	2,171	–	–	0.04%	118
2017 Q4	$222K	Hold	2,171	–	–	0.03%	126
2017 Q3	$203K	Buy	+2,171	New	+$200K	0.03%	124

Other funds holding CRM

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management

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