Palladiem’s Salesforce CRM Stock Holding History

Palladiem’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	-939	Closed	-$229K	–	63
2021 Q2	$229K	Buy	+939	New	+$216K	0.18%	58
2021 Q1	–	Sell	-939	Closed	-$209K	–	58
2020 Q4	$209K	Buy	+939	New	+$228K	0.2%	54

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Palladiem's CRM Position: Q3 2021 in Review

Palladiem sold out of Salesforce (CRM) in Q3 2021, closing a stake of 939 shares — an estimated $229K sold.

Palladiem first reported a position in CRM in Q4 2020 and held it in 2 quarters. The position peaked at $229K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Palladiem reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
Palladiem sold 939 Salesforce shares in Q3 2021, an estimated $229K.
Palladiem first reported a position in Salesforce in Q4 2020 and held it in 2 quarters.
Palladiem's Salesforce position peaked at $229K in Q2 2021.
2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Palladiem's 13F filing for Q3 2021, filed 10 Nov 2021.