Seven Post Investment Office’s Salesforce CRM Stock Holding History

Seven Post Investment Office’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
2023 Q1	–	Sell	-34,629	Closed	-$4.59M	–	56
2022 Q4	$4.59M	Hold	34,629	–	–	1.61%	14
2022 Q3	$4.98M	Hold	34,629	–	–	1.94%	11
2022 Q2	$5.71M	Hold	34,629	–	–	2.13%	11
2022 Q1	$7.35M	Hold	34,629	–	–	2.24%	10
2021 Q4	$8.8M	Hold	34,629	–	–	2.38%	11
2021 Q3	$9.39M	Buy	+34,629	New	+$8.79M	2.92%	6

Other funds holding CRM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Seven Post Investment Office's CRM Position: Q1 2023 in Review

Seven Post Investment Office sold out of Salesforce (CRM) in Q1 2023, closing a stake of 34,629 shares — an estimated $4.59M sold.

Seven Post Investment Office first reported a position in CRM in Q3 2021 and held it in 6 quarters. The position peaked at $9.39M in Q3 2021. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Seven Post Investment Office reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
Seven Post Investment Office sold 34,629 Salesforce shares in Q1 2023, an estimated $4.59M.
Seven Post Investment Office first reported a position in Salesforce in Q3 2021 and held it in 6 quarters.
Seven Post Investment Office's Salesforce position peaked at $9.39M in Q3 2021.
2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Seven Post Investment Office's 13F filing for Q1 2023, filed 2 May 2023.