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Southland Equity Partners’s Salesforce CRM Stock Holding History

Southland Equity Partners’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
Q2 		– Sell
-1,073
Closed -$228K – 167
2022
Q1 		$228K Buy
1,073
+39
+4% +$8.39K 0.09% 161
2021
Q4 		$263K Buy
1,034
+44
+4% +$12.4K 0.11% 143
2021
Q3 		$269K Buy
990
+87
+10% +$22.1K 0.12% 127
2021
Q2 		$221K Buy
+903
New +$208K 0.1% 149
2021
Q1 		– Sell
-1,352
Closed -$301K – 148
2020
Q4 		$301K Buy
+1,352
New +$329K 0.2% 87

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
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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Southland Equity Partners's CRM Position: Q2 2022 in Review

Southland Equity Partners sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,073 shares — an estimated $228K sold.

Southland Equity Partners first reported a position in CRM in Q4 2020 and held it in 5 quarters. The position peaked at $301K in Q4 2020. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Southland Equity Partners reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Southland Equity Partners sold 1,073 Salesforce shares in Q2 2022, an estimated $228K.
  • Southland Equity Partners first reported a position in Salesforce in Q4 2020 and held it in 5 quarters.
  • Southland Equity Partners's Salesforce position peaked at $301K in Q4 2020.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Southland Equity Partners's 13F filing for Q2 2022, filed 2 Jan 2024.