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Tamar Securities’s Salesforce CRM Stock Holding History

Tamar Securities’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
Q1 		– Sell
-17,336
Closed -$4.41M – 62
2021
Q4 		$4.41M Buy
+17,336
New +$4.87M 1.3% 33
2021
Q2 		– Sell
-15,497
Closed -$3.28M – 55
2021
Q1 		$3.28M Buy
+15,497
New +$3.45M 1.27% 32

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Tamar Securities's CRM Position: Q1 2022 in Review

Tamar Securities sold out of Salesforce (CRM) in Q1 2022, closing a stake of 17,336 shares — an estimated $4.41M sold.

Tamar Securities first reported a position in CRM in Q1 2021 and held it in 2 quarters. The position peaked at $4.41M in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Tamar Securities reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Tamar Securities sold 17,336 Salesforce shares in Q1 2022, an estimated $4.41M.
  • Tamar Securities first reported a position in Salesforce in Q1 2021 and held it in 2 quarters.
  • Tamar Securities's Salesforce position peaked at $4.41M in Q4 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Tamar Securities's 13F filing for Q1 2022, filed 27 Apr 2022.