SFSIG
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San Francisco Sentry Investment Group’s Salesforce CRM Stock Holding History

San Francisco Sentry Investment 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
Q2 		$878K Hold
3,595
– – 0.46% 53
2021
Q1 		$762K Sell
3,595
-170
-5% -$37.8K 0.32% 85
2020
Q4 		$838K Sell
3,765
-72
-2% -$17.5K 0.39% 66
2020
Q3 		$964K Sell
3,837
-151
-4% -$33.1K 0.49% 45
2020
Q2 		$747K Sell
3,988
-728
-15% -$123K 0.4% 64
2020
Q1 		$679K Sell
4,716
-93
-2% -$15.9K 0.43% 56
2019
Q4 		$782K Sell
4,809
-1
-0% -$157 0.35% 68
2019
Q3 		$714K Sell
4,810
-61
-1% -$9.27K 0.33% 74
2019
Q2 		$739K Hold
4,871
– – 0.34% 72
2019
Q1 		$771K Buy
4,871
+453
+10% +$70.2K 0.33% 68
2018
Q4 		$605K Sell
4,418
-50
-1% -$6.88K 0.29% 76
2018
Q3 		$710K Buy
4,468
+546
+14% +$81K 0.27% 71
2018
Q2 		$535K Sell
3,922
-259
-6% -$33K 0.22% 89
2018
Q1 		$486K Sell
4,181
-84
-2% -$9.65K 0.14% 145
2017
Q4 		$436K Buy
4,265
+286
+7% +$29.1K 0.13% 165
2017
Q3 		$372K Buy
3,979
+317
+9% +$29.2K 0.12% 169
2017
Q2 		$317K Sell
3,662
-51
-1% -$4.44K 0.11% 172
2017
Q1 		$306K Buy
+3,713
New +$297K 0.17% 141
2014
Q1 		– Sell
-582
Closed -$32K – 668
2013
Q4 		$32K Sell
582
-158
-21% -$8.45K 0.01% 381
2013
Q3 		$38K Sell
740
-75
-9% -$3.4K 0.01% 342
2013
Q2 		$31K Buy
+815
New +$33.6K 0.01% 364

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

San Francisco Sentry Investment Group's CRM Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Salesforce (CRM) position steady in Q2 2021 at 3,595 shares worth $878K. The position accounts for 0.46% of the portfolio, ranked #53.

San Francisco Sentry Investment Group first reported a position in CRM in Q2 2013 and has held it in 21 quarters since. The position peaked at $964K in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • San Francisco Sentry Investment Group held 3,595 shares of Salesforce worth $878K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Salesforce share count unchanged in Q2 2021.
  • Salesforce made up 0.46% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #53 holding.
  • San Francisco Sentry Investment Group first reported a position in Salesforce in Q2 2013 and has held it in 21 quarters since.
  • San Francisco Sentry Investment Group's Salesforce position peaked at $964K in Q3 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.