Quest Capital Management’s Salesforce CRM Stock Holding History

Quest Capital 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	$1.14M	Buy	4,486 +181	+4%	+$50.9K	0.2%	77
2021 Q3	$1.17M	Buy	4,305 +127	+3%	+$32.3K	0.23%	65
2021 Q2	$1.02M	Sell	4,178 -185	-4%	-$42.6K	0.2%	71
2021 Q1	$924K	Sell	4,363 -371	-8%	-$82.6K	0.2%	71
2020 Q4	$1.05M	Buy	4,734 +611	+15%	+$149K	0.25%	63
2020 Q3	$1.04M	Sell	4,123 -270	-6%	-$59.1K	0.29%	57
2020 Q2	$823K	Buy	4,393 +27	+0.6%	+$4.55K	0.25%	62
2020 Q1	$629K	Buy	4,366 +815	+23%	+$140K	0.22%	68
2019 Q4	$578K	Buy	3,551 +394	+12%	+$61.8K	0.14%	88
2019 Q3	$469K	Buy	3,157 +257	+9%	+$39.1K	0.12%	110
2019 Q2	$440K	Sell	2,900 -1,073	-27%	-$168K	0.11%	108
2019 Q1	$633K	Buy	3,973 +1,331	+50%	+$206K	0.16%	86
2018 Q4	$362K	Buy	+2,642	New	+$363K	0.11%	85

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Quest Capital Management's CRM Position: Q4 2021 in Review

Quest Capital Management increased its Salesforce (CRM) stake by 4.2% in Q4 2021, buying an estimated $50.9K and bringing the position to 4,486 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #77.

Quest Capital Management first reported a position in CRM in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.17M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Quest Capital Management held 4,486 shares of Salesforce worth $1.14M as of Q4 2021.
Quest Capital Management bought 181 Salesforce shares in Q4 2021, an estimated $50.9K.
Salesforce made up 0.2% of Quest Capital Management's portfolio in Q4 2021, its #77 holding.
Quest Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 13 quarters since.
Quest Capital Management's Salesforce position peaked at $1.17M in Q3 2021.
2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.