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Siena Capital’s Salesforce CRM Stock Holding History

Siena Capital’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
Q3 		$30K Hold
210
– – 0.02% 89
2022
Q2 		$35K Hold
210
– – 0.02% 88
2022
Q1 		$45K Buy
+210
New +$45.2K 0.03% 88

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Siena Capital's CRM Position: Q3 2022 in Review

Siena Capital held its Salesforce (CRM) position steady in Q3 2022 at 210 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #89.

Siena Capital first reported a position in CRM in Q1 2022 and has held it in 3 quarters since. The position peaked at $45K in Q1 2022. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Siena Capital held 210 shares of Salesforce worth $30K as of Q3 2022.
  • Siena Capital left its Salesforce share count unchanged in Q3 2022.
  • Salesforce made up 0.02% of Siena Capital's portfolio in Q3 2022, its #89 holding.
  • Siena Capital first reported a position in Salesforce in Q1 2022 and has held it in 3 quarters since.
  • Siena Capital's Salesforce position peaked at $45K in Q1 2022.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.