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Premier Asset Management’s Salesforce CRM Stock Holding History

Premier Asset 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
2023
Q1 		– Sell
-2,210
Closed -$293K – 26
2022
Q4 		$293K Buy
+2,210
New +$322K 0.37% 81
2022
Q1 		– Sell
-955
Closed -$243K – 106
2021
Q4 		$243K Sell
955
-145
-13% -$40.7K 0.04% 128
2021
Q3 		$298K Buy
1,100
+145
+15% +$36.8K 0.04% 136
2021
Q2 		$233K Sell
955
-145
-13% -$33.4K 0.03% 187
2021
Q1 		$233K Sell
1,100
-52,357
-98% -$11.7M 0.04% 172
2020
Q4 		$11.9M Buy
53,457
+1,655
+3% +$402K 2.44% 12
2020
Q3 		$13M Buy
51,802
+4,625
+10% +$1.01M 3.32% 6
2020
Q2 		$8.84M Sell
47,177
-1,425
-3% -$240K 2.95% 6
2020
Q1 		$7M Sell
48,602
-1,843
-4% -$316K 2.93% 12
2019
Q4 		$8.2M Sell
50,445
-23,560
-32% -$3.69M 2.69% 17
2019
Q3 		$11M Sell
74,005
-270
-0.4% -$41K 2.62% 17
2019
Q2 		$11.3M Buy
74,275
+5
+0% +$784 2.66% 19
2019
Q1 		$11.8M Buy
74,270
+715
+1% +$111K 2.8% 15
2018
Q4 		$10.1M Buy
+73,555
New +$10.1M 2.7% 13

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Premier Asset Management's CRM Position: Q1 2023 in Review

Premier Asset Management sold out of Salesforce (CRM) in Q1 2023, closing a stake of 2,210 shares — an estimated $293K sold.

Premier Asset Management first reported a position in CRM in Q4 2018 and held it in 14 quarters. The position peaked at $13M in Q3 2020. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Premier Asset Management reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Premier Asset Management sold 2,210 Salesforce shares in Q1 2023, an estimated $293K.
  • Premier Asset Management first reported a position in Salesforce in Q4 2018 and held it in 14 quarters.
  • Premier Asset Management's Salesforce position peaked at $13M in Q3 2020.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Premier Asset Management's 13F filing for Q1 2023.