Pacific Edge Advisors’s Salesforce CRM Stock Holding History

Pacific Edge Advisors’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	$210K	Sell	776 -77	-9%	-$19.6K	0.1%	39
2021 Q2	$208K	Sell	853 -596	-41%	-$137K	0.11%	38
2021 Q1	$307K	Hold	1,449	–	–	0.15%	33
2020 Q4	$322K	Hold	1,449	–	–	0.17%	33
2020 Q3	$364K	Hold	1,449	–	–	0.21%	29
2020 Q2	$271K	Sell	1,449 -387	-21%	-$65.2K	0.16%	33
2020 Q1	$264K	Buy	1,836 +68	+4%	+$11.7K	0.19%	30
2019 Q4	$288K	Buy	1,768 +269	+18%	+$42.2K	0.18%	41
2019 Q3	$223K	Hold	1,499	–	–	0.15%	41
2019 Q2	$227K	Hold	1,499	–	–	0.15%	37
2019 Q1	$237K	Sell	1,499 -105	-7%	-$16.3K	0.14%	39
2018 Q4	$220K	Hold	1,604	–	–	0.14%	40
2018 Q3	$255K	Hold	1,604	–	–	0.14%	37
2018 Q2	$219K	Buy	+1,604	New	+$205K	0.12%	41

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Pacific Edge Advisors's CRM Position: Q3 2021 in Review

Pacific Edge Advisors reduced its Salesforce (CRM) stake by 9% in Q3 2021, selling an estimated $19.6K and leaving 776 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #39.

Pacific Edge Advisors first reported a position in CRM in Q2 2018 and has held it in 14 quarters since. The position peaked at $364K in Q3 2020. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Pacific Edge Advisors held 776 shares of Salesforce worth $210K as of Q3 2021.
Pacific Edge Advisors sold 77 Salesforce shares in Q3 2021, an estimated $19.6K.
Salesforce made up 0.1% of Pacific Edge Advisors's portfolio in Q3 2021, its #39 holding.
Pacific Edge Advisors first reported a position in Salesforce in Q2 2018 and has held it in 14 quarters since.
Pacific Edge Advisors's Salesforce position peaked at $364K in Q3 2020.
2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.