Spectrum Management Group’s Salesforce CRM Stock Holding History

Spectrum Management Group’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	$14K	Buy	100 +60	+150%	+$10.2K	﹤0.01%	174
2022 Q2	$7K	Buy	+40	New	+$7.07K	﹤0.01%	197
2021 Q2	–	Sell	-99	Closed	-$21K	–	262
2021 Q1	$21K	Hold	99	–	–	﹤0.01%	174
2020 Q4	$22K	Hold	99	–	–	﹤0.01%	164
2020 Q3	$25K	Hold	99	–	–	0.01%	171
2020 Q2	$19K	Hold	99	–	–	﹤0.01%	177
2020 Q1	$14K	Sell	99 -132	-57%	-$22.6K	﹤0.01%	174
2019 Q4	$38K	Hold	231	–	–	0.02%	154
2019 Q3	$34K	Hold	231	–	–	0.01%	153
2019 Q2	$35K	Sell	231 -8	-3%	-$1.25K	0.01%	165
2019 Q1	$38K	Buy	+239	New	+$37K	0.01%	149
2018 Q4	–	Sell	-318	Closed	-$51K	–	222
2018 Q3	$51K	Buy	+318	New	+$47.2K	0.02%	127
2016 Q1	–	Sell	-10,960	Closed	-$859K	–	249
2015 Q4	$859K	Buy	+10,960	New	+$856K	0.32%	35

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

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

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

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

Spectrum Management Group's CRM Position: Q3 2022 in Review

Spectrum Management Group increased its Salesforce (CRM) stake by 150% in Q3 2022, buying an estimated $10.2K and bringing the position to 100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Spectrum Management Group first reported a position in CRM in Q4 2015 and has held it in 13 quarters since. The position peaked at $859K in Q4 2015. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Spectrum Management Group held 100 shares of Salesforce worth $14K as of Q3 2022.
Spectrum Management Group bought 60 Salesforce shares in Q3 2022, an estimated $10.2K.
Salesforce made up ﹤0.01% of Spectrum Management Group's portfolio in Q3 2022, its #174 holding.
Spectrum Management Group first reported a position in Salesforce in Q4 2015 and has held it in 13 quarters since.
Spectrum Management Group's Salesforce position peaked at $859K in Q4 2015.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.