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Parker Investment Management’s Salesforce CRM Stock Holding History

Parker Investment 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
2022
Q2 		– Sell
-1,776
Closed -$377K – 28
2022
Q1 		$377K Buy
1,776
+120
+7% +$25.8K 0.04% 34
2021
Q4 		$421K Sell
1,656
-1,239
-43% -$348K 0.07% 25
2021
Q3 		$785K Sell
2,895
-448
-13% -$114K 0.05% 21
2021
Q2 		$817K Sell
3,343
-568
-15% -$131K 0.11% 22
2021
Q1 		$829K Buy
3,911
+1,323
+51% +$295K 0.11% 25
2020
Q4 		$576K Buy
+2,588
New +$629K 0.1% 32
2019
Q1 		– Sell
-1,652
Closed -$226K – 39
2018
Q4 		$226K Sell
1,652
-7,000
-81% -$963K 0.09% 24
2018
Q3 		$1.38M Buy
8,652
+4,500
+108% +$668K 0.42% 13
2018
Q2 		$566K Sell
4,152
-4,492
-52% -$573K 0.19% 15
2018
Q1 		$1M Buy
8,644
+572
+7% +$65.7K 0.36% 14
2017
Q4 		$825K Hold
8,072
– – 0.3% 16
2017
Q3 		$754K Buy
8,072
+8
+0.1% +$736 0.33% 14
2017
Q2 		$698K Buy
8,064
+18
+0.2% +$1.57K 0.35% 14
2017
Q1 		$664K Hold
8,046
– – 0.34% 15
2016
Q4 		$551K Hold
8,046
– – 0.3% 16
2016
Q3 		$574K Sell
8,046
-8
-0.1% -$624 0.2% 26
2016
Q2 		$640K Buy
8,054
+14
+0.2% +$1.1K 0.24% 24
2016
Q1 		$594K Buy
+8,040
New +$554K 0.22% 24

Other funds holding CRM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parker Investment Management's CRM Position: Q2 2022 in Review

Parker Investment Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,776 shares — an estimated $377K sold.

Parker Investment Management first reported a position in CRM in Q1 2016 and held it in 18 quarters. The position peaked at $1.38M in Q3 2018. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Parker Investment Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Parker Investment Management sold 1,776 Salesforce shares in Q2 2022, an estimated $377K.
  • Parker Investment Management first reported a position in Salesforce in Q1 2016 and held it in 18 quarters.
  • Parker Investment Management's Salesforce position peaked at $1.38M in Q3 2018.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Parker Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.