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Stillwater Capital Advisors’s Salesforce CRM Stock Holding History

Stillwater Capital Advisors’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
-49,326
Closed -$7.09M – 69
2022
Q3 		$7.09M Sell
49,326
-425
-0.9% -$72.1K 1.62% 28
2022
Q2 		$8.21M Buy
49,751
+1,743
+4% +$308K 1.53% 31
2022
Q1 		$10.2M Sell
48,008
-1,114
-2% -$240K 1.64% 30
2021
Q4 		$12.5M Sell
49,122
-403
-0.8% -$113K 1.9% 25
2021
Q3 		$13.4M Buy
49,525
+855
+2% +$217K 2.21% 23
2021
Q2 		$11.9M Buy
48,670
+1,385
+3% +$319K 1.97% 24
2021
Q1 		$10M Buy
+47,285
New +$10.5M 1.82% 28

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stillwater Capital Advisors's CRM Position: Q4 2022 in Review

Stillwater Capital Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 49,326 shares — an estimated $7.09M sold.

Stillwater Capital Advisors first reported a position in CRM in Q1 2021 and held it in 7 quarters. The position peaked at $13.4M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Stillwater Capital Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Stillwater Capital Advisors sold 49,326 Salesforce shares in Q4 2022, an estimated $7.09M.
  • Stillwater Capital Advisors first reported a position in Salesforce in Q1 2021 and held it in 7 quarters.
  • Stillwater Capital Advisors's Salesforce position peaked at $13.4M in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Stillwater Capital Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.