PJB
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Paul John Balson’s Salesforce CRM Stock Holding History

Paul John Balson’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
Q4 		$577K Hold
2,594
– – 0.12% 49
2020
Q3 		$652K Sell
2,594
-500
-16% -$109K 0.16% 38
2020
Q2 		$580K Hold
3,094
– – 0.22% 38
2020
Q1 		$445K Buy
+3,094
New +$530K 0.24% 38

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
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
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

Paul John Balson's CRM Position: Q4 2020 in Review

Paul John Balson held its Salesforce (CRM) position steady in Q4 2020 at 2,594 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #49.

Paul John Balson first reported a position in CRM in Q1 2020 and has held it in 4 quarters since. The position peaked at $652K in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Paul John Balson held 2,594 shares of Salesforce worth $577K as of Q4 2020.
  • Paul John Balson left its Salesforce share count unchanged in Q4 2020.
  • Salesforce made up 0.12% of Paul John Balson's portfolio in Q4 2020, its #49 holding.
  • Paul John Balson first reported a position in Salesforce in Q1 2020 and has held it in 4 quarters since.
  • Paul John Balson's Salesforce position peaked at $652K in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.