Standard Family Office’s Salesforce CRM Stock Holding History

Standard Family Office’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 Q4	–	Sell	-1,046	Closed	-$150K	–	99
2022 Q3	$150K	Hold	1,046	–	–	0.07%	52
2022 Q2	$173K	Buy	+1,046	New	+$185K	1.71%	17
2022 Q1	–	Sell	-716	Closed	-$182K	–	116
2021 Q4	$182K	Buy	+716	New	+$201K	1.61%	17
2021 Q3	–	Sell	-3,489	Closed	-$852K	–	171
2021 Q2	$852K	Hold	3,489	–	–	0.18%	60
2021 Q1	$739K	Hold	3,489	–	–	0.17%	47
2020 Q4	$776K	Buy	+3,489	New	+$848K	0.19%	43

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's CRM Position: Q4 2022 in Review

Standard Family Office sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,046 shares — an estimated $150K sold.

Standard Family Office first reported a position in CRM in Q4 2020 and held it in 6 quarters. The position peaked at $852K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

Standard Family Office reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,046 Salesforce shares in Q4 2022, an estimated $150K.
Standard Family Office first reported a position in Salesforce in Q4 2020 and held it in 6 quarters.
Standard Family Office's Salesforce position peaked at $852K in Q2 2021.
2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.