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Peachtree Investment Partners’s Salesforce CRM Stock Holding History

Peachtree Investment Partners’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
-1,000
Closed -$212K – 100
2022
Q1 		$212K Sell
1,000
-7
-0.7% -$1.51K 0.1% 87
2021
Q4 		$256K Buy
+1,007
New +$283K 0.11% 78
2021
Q3 		– Sell
-1,025
Closed -$250K – 91
2021
Q2 		$250K Hold
1,025
– – 0.12% 71
2021
Q1 		$217K Sell
1,025
-50
-5% -$11.1K 0.12% 70
2020
Q4 		$239K Buy
1,075
+150
+16% +$36.5K 0.14% 65
2020
Q3 		$232K Buy
+925
New +$202K 0.16% 59

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

Peachtree Investment Partners's CRM Position: Q2 2022 in Review

Peachtree Investment Partners sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,000 shares — an estimated $212K sold.

Peachtree Investment Partners first reported a position in CRM in Q3 2020 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Peachtree Investment Partners reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 1,000 Salesforce shares in Q2 2022, an estimated $212K.
  • Peachtree Investment Partners first reported a position in Salesforce in Q3 2020 and held it in 6 quarters.
  • Peachtree Investment Partners's Salesforce position peaked at $256K in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Peachtree Investment Partners's 13F filing for Q2 2022, filed 16 Aug 2022.