RIM
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Rampart Investment Management’s Salesforce CRM Stock Holding History

Rampart Investment 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
2020
Q4 		– Sell
-3,149
Closed -$791K – 81
2020
Q3 		$791K Sell
3,149
-13,269
-81% -$2.9M 0.5% 60
2020
Q2 		$3.08M Buy
16,418
+9,001
+121% +$1.52M 0.52% 43
2020
Q1 		$1.07M Sell
7,417
-15,772
-68% -$2.7M 0.51% 46
2019
Q4 		$3.77M Sell
23,189
-1,885
-8% -$295K 0.46% 59
2019
Q3 		$3.72M Buy
25,074
+1,247
+5% +$190K 0.46% 61
2019
Q2 		$3.62M Sell
23,827
-1,387
-6% -$217K 0.43% 65
2019
Q1 		$3.99M Buy
25,214
+17,846
+242% +$2.77M 0.45% 60
2018
Q4 		$1.01M Sell
7,368
-19,419
-72% -$2.67M 0.28% 92
2018
Q3 		$1.24M Sell
26,787
-2,234
-8% -$332K 0.54% 42
2018
Q2 		$3.96M Sell
29,021
-4,034
-12% -$515K 0.39% 75
2018
Q1 		$3.84M Buy
33,055
+23,847
+259% +$2.74M 0.37% 83
2017
Q4 		$941K Buy
9,208
+159
+2% +$16.2K 0.36% 68
2017
Q3 		$845K Buy
9,049
+553
+7% +$50.9K 0.29% 80
2017
Q2 		$736K Buy
8,496
+6,734
+382% +$586K 0.26% 87
2017
Q1 		$145K Sell
1,762
-5,633
-76% -$450K 0.05% 102
2016
Q4 		$506K Sell
7,395
-24
-0.3% -$1.74K 0.18% 98
2016
Q3 		$529K Buy
+7,419
New +$579K 0.2% 102

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

Rampart Investment Management's CRM Position: Q4 2020 in Review

Rampart Investment Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 3,149 shares — an estimated $791K sold.

Rampart Investment Management first reported a position in CRM in Q3 2016 and held it in 17 quarters. The position peaked at $3.99M in Q1 2019. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Rampart Investment Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 3,149 Salesforce shares in Q4 2020, an estimated $791K.
  • Rampart Investment Management first reported a position in Salesforce in Q3 2016 and held it in 17 quarters.
  • Rampart Investment Management's Salesforce position peaked at $3.99M in Q1 2019.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.