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Samalin Investment Counsel’s Salesforce CRM Stock Holding History

Samalin Investment Counsel’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
Q2 		– Sell
-1,065
Closed -$225K – 235
2021
Q1 		$225K Sell
1,065
-85
-7% -$18.9K 0.15% 200
2020
Q4 		$256K Sell
1,150
-71
-6% -$17.3K 0.19% 173
2020
Q3 		$307K Sell
1,221
-30
-2% -$6.57K 0.27% 118
2020
Q2 		$234K Buy
+1,251
New +$211K 0.25% 131
2020
Q1 		– Sell
-997
Closed -$162K – 212
2019
Q4 		$162K Buy
+997
New +$156K 0.14% 169

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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Samalin Investment Counsel's CRM Position: Q2 2021 in Review

Samalin Investment Counsel sold out of Salesforce (CRM) in Q2 2021, closing a stake of 1,065 shares — an estimated $225K sold.

Samalin Investment Counsel first reported a position in CRM in Q4 2019 and held it in 5 quarters. The position peaked at $307K in Q3 2020. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Samalin Investment Counsel reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,065 Salesforce shares in Q2 2021, an estimated $225K.
  • Samalin Investment Counsel first reported a position in Salesforce in Q4 2019 and held it in 5 quarters.
  • Samalin Investment Counsel's Salesforce position peaked at $307K in Q3 2020.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Samalin Investment Counsel's 13F filing for Q2 2021, filed 12 Aug 2021.