Resource Management’s Salesforce CRM Stock Holding History

Resource 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	$283K	Sell	1,112 -422	-28%	-$119K	0.03%	149
2021 Q3	$416K	Buy	1,534 +307	+25%	+$78K	0.05%	119
2021 Q2	$300K	Sell	1,227 -770	-39%	-$177K	0.03%	149
2021 Q1	$423K	Buy	+1,997	New	+$445K	0.05%	115
2020 Q4	–	Sell	-933	Closed	-$234K	–	178
2020 Q3	$234K	Buy	+933	New	+$204K	0.04%	137
2019 Q3	–	Sell	-1,800	Closed	-$273K	–	143
2019 Q2	$273K	Buy	+1,800	New	+$282K	0.05%	116

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

Resource Management's CRM Position: Q4 2021 in Review

Resource Management reduced its Salesforce (CRM) stake by 28% in Q4 2021, selling an estimated $119K and leaving 1,112 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #149.

Resource Management first reported a position in CRM in Q2 2019 and has held it in 6 quarters since. The position peaked at $423K in Q1 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Resource Management held 1,112 shares of Salesforce worth $283K as of Q4 2021.
Resource Management sold 422 Salesforce shares in Q4 2021, an estimated $119K.
Salesforce made up 0.03% of Resource Management's portfolio in Q4 2021, its #149 holding.
Resource Management first reported a position in Salesforce in Q2 2019 and has held it in 6 quarters since.
Resource Management's Salesforce position peaked at $423K in Q1 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.