RGM
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ROAM Global Management’s Salesforce CRM Stock Holding History

ROAM Global 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
Q3 		– Sell
-99,069
Closed -$24.2M – 2
2021
Q2 		$24.2M Sell
99,069
-84,831
-46% -$19.6M 20.65% 1
2021
Q1 		$39M Buy
183,900
+91,000
+98% +$20.3M 28.55% 1
2020
Q4 		$20.7M Buy
+92,900
New +$22.6M 14.83% 2

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ROAM Global Management's CRM Position: Q3 2021 in Review

ROAM Global Management sold out of Salesforce (CRM) in Q3 2021, closing a stake of 99,069 shares — an estimated $24.2M sold.

ROAM Global Management first reported a position in CRM in Q4 2020 and held it in 3 quarters. The position peaked at $39M in Q1 2021. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • ROAM Global Management reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • ROAM Global Management sold 99,069 Salesforce shares in Q3 2021, an estimated $24.2M.
  • ROAM Global Management first reported a position in Salesforce in Q4 2020 and held it in 3 quarters.
  • ROAM Global Management's Salesforce position peaked at $39M in Q1 2021.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on ROAM Global Management's 13F filing for Q3 2021.