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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

North American Management's CRM Position: Q1 2021 in Review

North American Management held its Salesforce (CRM) position steady in Q1 2021 at 1,981 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #86.

North American Management first reported a position in CRM in Q3 2017 and has held it in 15 quarters since. The position peaked at $498K in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

North American Management held 1,981 shares of Salesforce worth $420K as of Q1 2021.
North American Management left its Salesforce share count unchanged in Q1 2021.
Salesforce made up 0.06% of North American Management's portfolio in Q1 2021, its #86 holding.
North American Management first reported a position in Salesforce in Q3 2017 and has held it in 15 quarters since.
North American Management's Salesforce position peaked at $498K in Q3 2020.
1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on North American Management's 13F filing for Q1 2021, filed 9 Apr 2021.