SIM
CRM icon

Sonora Investment Management’s Salesforce CRM Stock Holding History

Sonora Investment Management’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 		$525K Buy
1,936
+184
+11% +$46.7K 0.07% 125
2021
Q2 		$428K Buy
1,752
+30
+2% +$6.91K 0.06% 137
2021
Q1 		$365K Buy
1,722
+25
+1% +$5.57K 0.03% 234
2020
Q4 		$378K Buy
1,697
+95
+6% +$23.1K 0.03% 232
2020
Q3 		$403K Buy
1,602
+83
+5% +$18.2K 0.04% 208
2020
Q2 		$285K Buy
1,519
+27
+2% +$4.55K 0.03% 221
2020
Q1 		$215K Buy
1,492
+131
+10% +$22.5K 0.03% 226
2019
Q4 		$221K Buy
1,361
+27
+2% +$4.23K 0.02% 244
2019
Q3 		$198K Buy
1,334
+929
+229% +$141K 0.02% 242
2019
Q2 		$61K Buy
405
+28
+7% +$4.39K 0.01% 449
2019
Q1 		$60K Hold
377
– – 0.01% 427
2018
Q4 		$52K Buy
377
+43
+13% +$5.92K 0.01% 391
2018
Q3 		$53K Hold
334
– – 0.01% 398
2018
Q2 		$46K Hold
334
– – 0.01% 422
2018
Q1 		$38.8K Hold
334
– – 0.01% 430
2017
Q4 		$34.1K Hold
334
– – 0.01% 458
2017
Q3 		$31.2K Sell
334
-345
-51% -$31.7K 0.01% 422
2017
Q2 		$58.8K Buy
679
+345
+103% +$30K 0.01% 310
2017
Q1 		$27.6K Hold
334
– – 0.01% 423
2016
Q4 		$22.9K Hold
334
– – ﹤0.01% 434
2016
Q3 		$23.8K Hold
334
– – 0.01% 424
2016
Q2 		$26.5K Hold
334
– – 0.01% 367
2016
Q1 		$25.6K Hold
334
– – 0.01% 425
2015
Q4 		$26K Sell
334
-46
-12% -$3.59K 0.01% 344
2015
Q3 		$26K Buy
+380
New +$26.9K 0.01% 291

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return

Sonora Investment Management's CRM Position: Q3 2021 in Review

Sonora Investment Management increased its Salesforce (CRM) stake by 11% in Q3 2021, buying an estimated $46.7K and bringing the position to 1,936 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #125.

Sonora Investment Management first reported a position in CRM in Q3 2015 and has held it in 25 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Sonora Investment Management held 1,936 shares of Salesforce worth $525K as of Q3 2021.
  • Sonora Investment Management bought 184 Salesforce shares in Q3 2021, an estimated $46.7K.
  • Salesforce made up 0.07% of Sonora Investment Management's portfolio in Q3 2021, its #125 holding.
  • Sonora Investment Management first reported a position in Salesforce in Q3 2015 and has held it in 25 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.