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Royal Harbor Partners’s Salesforce CRM Stock Holding History

Royal Harbor Partners’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
Q2 		– Sell
-4,744
Closed -$1.01M – 70
2022
Q1 		$1.01M Buy
+4,744
New +$1.02M 0.65% 48
2020
Q3 		– Sell
-4,652
Closed -$871K – 81
2020
Q2 		$871K Buy
+4,652
New +$784K 0.86% 27

Other funds holding CRM

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Harbor Partners's CRM Position: Q2 2022 in Review

Royal Harbor Partners sold out of Salesforce (CRM) in Q2 2022, closing a stake of 4,744 shares — an estimated $1.01M sold.

Royal Harbor Partners first reported a position in CRM in Q2 2020 and held it in 2 quarters. The position peaked at $1.01M in Q1 2022. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Royal Harbor Partners reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Royal Harbor Partners sold 4,744 Salesforce shares in Q2 2022, an estimated $1.01M.
  • Royal Harbor Partners first reported a position in Salesforce in Q2 2020 and held it in 2 quarters.
  • Royal Harbor Partners's Salesforce position peaked at $1.01M in Q1 2022.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Royal Harbor Partners's 13F filing for Q2 2022, filed 5 Aug 2022.