Sullivan, Bruyette, Speros & Blaney’s Salesforce CRM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$768K	Sell	3,625 -612	-14%	-$136K	0.03%	140
2020 Q4	$943K	Buy	4,237 +1,111	+36%	+$270K	0.04%	115
2020 Q3	$786K	Buy	3,126 +100	+3%	+$21.9K	0.04%	115
2020 Q2	$567K	Buy	3,026 +400	+15%	+$67.4K	0.03%	130
2020 Q1	$378K	Buy	2,626 +50	+2%	+$8.57K	0.03%	145
2019 Q4	$419K	Sell	2,576 -50	-2%	-$7.84K	0.02%	154
2019 Q3	$390K	Sell	2,626 -50	-2%	-$7.6K	0.02%	156
2019 Q2	$406K	Buy	2,676 +873	+48%	+$137K	0.02%	148
2019 Q1	$286K	Buy	+1,803	New	+$279K	0.02%	171

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's CRM Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Salesforce (CRM) stake by 14% in Q1 2021, selling an estimated $136K and leaving 3,625 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #140.

Sullivan, Bruyette, Speros & Blaney first reported a position in CRM in Q1 2019 and has held it in 9 quarters since. The position peaked at $943K in Q4 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 3,625 shares of Salesforce worth $768K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 612 Salesforce shares in Q1 2021, an estimated $136K.
Salesforce made up 0.03% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #140 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Salesforce in Q1 2019 and has held it in 9 quarters since.
Sullivan, Bruyette, Speros & Blaney's Salesforce position peaked at $943K in Q4 2020.
1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.