Stevard LLC’s Salesforce CRM Stock Holding History

Stevard LLC’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 Q4	–	Sell	-868	Closed	-$218K	–	90
2020 Q3	$218K	Buy	+868	New	+$190K	0.09%	147

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevard LLC's CRM Position: Q4 2020 in Review

Stevard LLC sold out of Salesforce (CRM) in Q4 2020, closing a stake of 868 shares — an estimated $218K sold.

Stevard LLC first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $218K in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

Stevard LLC reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 868 Salesforce shares in Q4 2020, an estimated $218K.
Stevard LLC first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
Stevard LLC's Salesforce position peaked at $218K in Q3 2020.
1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.