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PA Capital’s Salesforce CRM Stock Holding History

PA 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
2020
Q3 		$621K Buy
2,470
+1,167
+90% +$255K 0.44% 86
2020
Q2 		$244K Buy
+1,303
New +$220K 0.18% 135

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PA Capital's CRM Position: Q3 2020 in Review

PA Capital increased its Salesforce (CRM) stake by 90% in Q3 2020, buying an estimated $255K and bringing the position to 2,470 shares worth $621K. The position accounts for 0.44% of the portfolio, ranked #86.

PA Capital first reported a position in CRM in Q2 2020 and has held it in 2 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • PA Capital held 2,470 shares of Salesforce worth $621K as of Q3 2020.
  • PA Capital bought 1,167 Salesforce shares in Q3 2020, an estimated $255K.
  • Salesforce made up 0.44% of PA Capital's portfolio in Q3 2020, its #86 holding.
  • PA Capital first reported a position in Salesforce in Q2 2020 and has held it in 2 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.