SFG
CRM icon

SageGuard Financial Group’s Salesforce CRM Stock Holding History

SageGuard Financial 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
2021
Q3 		– Sell
-2,503
Closed -$611K – 44
2021
Q2 		$611K Sell
2,503
-1,152
-32% -$266K 0.28% 66
2021
Q1 		$770K Sell
3,655
-4,132
-53% -$920K 0.36% 57
2020
Q4 		$1.71M Buy
+7,787
New +$1.89M 0.82% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

SageGuard Financial Group's CRM Position: Q3 2021 in Review

SageGuard Financial Group sold out of Salesforce (CRM) in Q3 2021, closing a stake of 2,503 shares — an estimated $611K sold.

SageGuard Financial Group first reported a position in CRM in Q4 2020 and held it in 3 quarters. The position peaked at $1.71M in Q4 2020. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • SageGuard Financial Group reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 2,503 Salesforce shares in Q3 2021, an estimated $611K.
  • SageGuard Financial Group first reported a position in Salesforce in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Salesforce position peaked at $1.71M in Q4 2020.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.