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Stearns Financial Services Group’s Salesforce CRM Stock Holding History

Stearns Financial Services 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
2020
Q3 		$219K Sell
873
-553
-39% -$121K 0.03% 134
2020
Q2 		$267K Sell
1,426
-339
-19% -$57.1K 0.04% 113
2020
Q1 		$254K Buy
1,765
+320
+22% +$54.9K 0.05% 115
2019
Q4 		$235K Hold
1,445
– – 0.04% 123
2019
Q3 		$214K Hold
1,445
– – 0.04% 124
2019
Q2 		$219K Hold
1,445
– – 0.04% 122
2019
Q1 		$229K Buy
+1,445
New +$224K 0.04% 121

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stearns Financial Services Group's CRM Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Salesforce (CRM) stake by 39% in Q3 2020, selling an estimated $121K and leaving 873 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #134.

Stearns Financial Services Group first reported a position in CRM in Q1 2019 and has held it in 7 quarters since. The position peaked at $267K in Q2 2020. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Stearns Financial Services Group held 873 shares of Salesforce worth $219K as of Q3 2020.
  • Stearns Financial Services Group sold 553 Salesforce shares in Q3 2020, an estimated $121K.
  • Salesforce made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #134 holding.
  • Stearns Financial Services Group first reported a position in Salesforce in Q1 2019 and has held it in 7 quarters since.
  • Stearns Financial Services Group's Salesforce position peaked at $267K in Q2 2020.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.