RCA
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Rowland Carmichael Advisors’s Salesforce CRM Stock Holding History

Rowland Carmichael Advisors’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 		$1.55M Sell
6,989
-535
-7% -$130K 0.49% 43
2020
Q3 		$1.89M Buy
7,524
+1,150
+18% +$252K 0.74% 28
2020
Q2 		$1.19M Buy
6,374
+4,354
+216% +$734K 0.51% 38
2020
Q1 		$291K Sell
2,020
-355
-15% -$60.9K 0.15% 175
2019
Q4 		$386K Sell
2,375
-18
-0.8% -$2.82K 0.13% 183
2019
Q3 		$355K Buy
2,393
+85
+4% +$12.9K 0.12% 194
2019
Q2 		$350K Buy
+2,308
New +$362K 0.12% 185

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

Rowland Carmichael Advisors's CRM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Salesforce (CRM) stake by 7.1% in Q4 2020, selling an estimated $130K and leaving 6,989 shares worth $1.55M. The position accounts for 0.49% of the portfolio, ranked #43.

Rowland Carmichael Advisors first reported a position in CRM in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.89M in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Rowland Carmichael Advisors held 6,989 shares of Salesforce worth $1.55M as of Q4 2020.
  • Rowland Carmichael Advisors sold 535 Salesforce shares in Q4 2020, an estimated $130K.
  • Salesforce made up 0.49% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #43 holding.
  • Rowland Carmichael Advisors first reported a position in Salesforce in Q2 2019 and has held it in 7 quarters since.
  • Rowland Carmichael Advisors's Salesforce position peaked at $1.89M in Q3 2020.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.