OCM
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Ovata Capital Management’s Salesforce CRM Stock Holding History

Ovata Capital 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
Q3 		– Sell
-2,134
Closed -$521K – 54
2021
Q2 		$521K Buy
+2,134
New +$492K 0.25% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ovata Capital Management's CRM Position: Q3 2021 in Review

Ovata Capital Management sold out of Salesforce (CRM) in Q3 2021, closing a stake of 2,134 shares — an estimated $521K sold.

Ovata Capital Management first reported a position in CRM in Q2 2021 and held it in 1 quarter. The position peaked at $521K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Ovata Capital Management reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Ovata Capital Management sold 2,134 Salesforce shares in Q3 2021, an estimated $521K.
  • Ovata Capital Management first reported a position in Salesforce in Q2 2021 and held it in 1 quarter.
  • Ovata Capital Management's Salesforce position peaked at $521K in Q2 2021.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Ovata Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.