Sovarnum Capital’s Salesforce CRM Stock Holding History

Sovarnum 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
2021 Q4	–	Sell	-6,500	Closed	-$1.76M	–	14
2021 Q3	$1.76M	Buy	+6,500	New	+$1.65M	1.67%	25

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sovarnum Capital's CRM Position: Q4 2021 in Review

Sovarnum Capital sold out of Salesforce (CRM) in Q4 2021, closing a stake of 6,500 shares — an estimated $1.76M sold.

Sovarnum Capital first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $1.76M in Q3 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Sovarnum Capital reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 6,500 Salesforce shares in Q4 2021, an estimated $1.76M.
Sovarnum Capital first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
Sovarnum Capital's Salesforce position peaked at $1.76M in Q3 2021.
2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.