TI
CRM icon

tru Independence’s Salesforce CRM Stock Holding History

tru Independence’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
Q3 		– Sell
-370
Closed -$90K – 220
2021
Q2 		$90K Buy
+370
New +$85.3K 0.03% 139
2021
Q1 		– Sell
-342
Closed -$76 – 375
2020
Q4 		$76 Buy
+342
New +$83.2K ﹤0.01% 461
2020
Q3 		– Sell
-4,250
Closed -$796 – 430
2020
Q2 		$796 Sell
4,250
-940
-18% -$158K 0.12% 132
2020
Q1 		$748 Hold
5,190
– – 0.12% 111
2019
Q4 		$748K Buy
+5,190
New +$814K 0.11% 127

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

tru Independence's CRM Position: Q3 2021 in Review

tru Independence sold out of Salesforce (CRM) in Q3 2021, closing a stake of 370 shares — an estimated $90K sold.

tru Independence first reported a position in CRM in Q4 2019 and held it in 5 quarters. The position peaked at $748K in Q4 2019. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • tru Independence reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 370 Salesforce shares in Q3 2021, an estimated $90K.
  • tru Independence first reported a position in Salesforce in Q4 2019 and held it in 5 quarters.
  • tru Independence's Salesforce position peaked at $748K in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.