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Precept Management’s Salesforce CRM Stock Holding History

Precept 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
2021
Q4 		– Sell
-15,000
Closed -$4.07M – 64
2021
Q3 		$4.07M Sell
15,000
-5,000
-25% -$1.27M 1.9% 19
2021
Q2 		$4.88M Buy
+20,000
New +$4.61M 2.05% 12
2020
Q4 		– Sell
-90,000
Closed -$22.6M – 64
2020
Q3 		$22.6M Buy
+90,000
New +$19.7M 5.55% 4

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Precept Management's CRM Position: Q1 2022 in Review

Precept Management sold out of Salesforce (CRM) in Q1 2022, closing a stake of 10,000 shares — an estimated $2.54M sold.

Precept Management first reported a position in CRM in Q1 2020 and held it in 8 quarters. The position peaked at $25.4M in Q3 2020. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Precept Management reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Precept Management sold 10,000 Salesforce shares in Q1 2022, an estimated $2.54M.
  • Precept Management first reported a position in Salesforce in Q1 2020 and held it in 8 quarters.
  • Precept Management's Salesforce position peaked at $25.4M in Q3 2020.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Precept Management's 13F filing for Q1 2022, filed 16 May 2022.