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Roosevelt Investment Group’s Salesforce CRM Stock Holding History

Roosevelt Investment 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
2022
Q1 		– Sell
-63,145
Closed -$16M – 293
2021
Q4 		$16M Buy
63,145
+1,101
+2% +$309K 0.89% 42
2021
Q3 		$16.8M Buy
62,044
+19,274
+45% +$4.89M 1.04% 38
2021
Q2 		$10.4M Buy
42,770
+4,233
+11% +$976K 0.63% 49
2021
Q1 		$8.16M Buy
+38,537
New +$8.58M 0.53% 48
2020
Q3 		– Sell
-3,500
Closed -$656K – 220
2020
Q2 		$656K Buy
+3,500
New +$590K 0.06% 93

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Roosevelt Investment Group's CRM Position: Q1 2022 in Review

Roosevelt Investment Group sold out of Salesforce (CRM) in Q1 2022, closing a stake of 63,145 shares — an estimated $16M sold.

Roosevelt Investment Group first reported a position in CRM in Q2 2020 and held it in 5 quarters. The position peaked at $16.8M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Roosevelt Investment Group reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 63,145 Salesforce shares in Q1 2022, an estimated $16M.
  • Roosevelt Investment Group first reported a position in Salesforce in Q2 2020 and held it in 5 quarters.
  • Roosevelt Investment Group's Salesforce position peaked at $16.8M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.