RG
CRM icon

Rikoon Group’s Salesforce CRM Stock Holding History

Rikoon Group’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
Q1 		$1.27M Buy
5,999
+125
+2% +$27.8K 0.34% 66
2020
Q4 		$1.31M Sell
5,874
-175
-3% -$42.6K 0.36% 64
2020
Q3 		$1.52M Sell
6,049
-525
-8% -$115K 0.47% 45
2020
Q2 		$1.23M Sell
6,574
-175
-3% -$29.5K 0.41% 58
2020
Q1 		$972K Hold
6,749
– – 0.4% 66
2019
Q4 		$1.1M Sell
6,749
-19
-0.3% -$2.98K 0.38% 72
2019
Q3 		$1M Sell
6,768
-72
-1% -$10.9K 0.37% 74
2019
Q2 		$1.04M Sell
6,840
-348
-5% -$54.5K 0.39% 72
2019
Q1 		$1.14M Sell
7,188
-60
-0.8% -$9.3K 0.42% 64
2018
Q4 		$993K Sell
7,248
-1,825
-20% -$251K 0.41% 64
2018
Q3 		$1.44M Buy
+9,073
New +$1.35M 0.51% 49

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rikoon Group's CRM Position: Q1 2021 in Review

Rikoon Group increased its Salesforce (CRM) stake by 2.1% in Q1 2021, buying an estimated $27.8K and bringing the position to 5,999 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #66.

Rikoon Group first reported a position in CRM in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Rikoon Group held 5,999 shares of Salesforce worth $1.27M as of Q1 2021.
  • Rikoon Group bought 125 Salesforce shares in Q1 2021, an estimated $27.8K.
  • Salesforce made up 0.34% of Rikoon Group's portfolio in Q1 2021, its #66 holding.
  • Rikoon Group first reported a position in Salesforce in Q3 2018 and has held it in 11 quarters since.
  • Rikoon Group's Salesforce position peaked at $1.52M in Q3 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.