Patten & Patten’s Salesforce CRM Stock Holding History

Patten & Patten’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 Q1	–	Sell	-883	Closed	-$224K	–	285
2021 Q4	$224K	Buy	+883	New	+$248K	0.02%	265

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Patten & Patten's CRM Position: Q1 2022 in Review

Patten & Patten sold out of Salesforce (CRM) in Q1 2022, closing a stake of 883 shares — an estimated $224K sold.

Patten & Patten first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Patten & Patten reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Patten & Patten sold 883 Salesforce shares in Q1 2022, an estimated $224K.
Patten & Patten first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
Patten & Patten's Salesforce position peaked at $224K in Q4 2021.
2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Patten & Patten's 13F filing for Q1 2022, filed 25 Apr 2022.