S.A. Mason’s Salesforce CRM Stock Holding History

S.A. Mason’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	-458	Closed	-$116K	–	328
2021 Q4	$116K	Hold	458	–	–	0.07%	197
2021 Q3	$124K	Buy	+458	New	+$116K	0.08%	184

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

S.A. Mason's CRM Position: Q1 2022 in Review

S.A. Mason sold out of Salesforce (CRM) in Q1 2022, closing a stake of 458 shares — an estimated $116K sold.

S.A. Mason first reported a position in CRM in Q3 2021 and held it in 2 quarters. The position peaked at $124K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

S.A. Mason reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
S.A. Mason sold 458 Salesforce shares in Q1 2022, an estimated $116K.
S.A. Mason first reported a position in Salesforce in Q3 2021 and held it in 2 quarters.
S.A. Mason's Salesforce position peaked at $124K in Q3 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on S.A. Mason's 13F filing for Q1 2022, filed 12 May 2022.