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Viridian RIA’s Salesforce CRM Stock Holding History

Viridian RIA’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
-9,402
Closed -$2.02M – 37
2021
Q4 		$2.39M Buy
+9,402
New +$2.64M 0.5% 35
2021
Q2 		– Hold
0
– – – 37
2021
Q1 		– Sell
-7,680
Closed -$1.71M – 38
2020
Q4 		$1.71M Buy
7,680
+611
+9% +$149K 0.47% 38
2020
Q3 		$1.78M Buy
7,069
+33
+0.5% +$7.22K 0.59% 35
2020
Q2 		$1.32M Buy
7,036
+160
+2% +$27K 0.48% 36
2020
Q1 		$990K Sell
6,876
-138
-2% -$23.7K 0.45% 34
2019
Q4 		$1.14M Sell
7,014
-133
-2% -$20.8K 0.41% 37
2019
Q3 		$1.06M Sell
7,147
-46
-0.6% -$6.99K 0.44% 37
2019
Q2 		$1.03M Buy
7,193
+144
+2% +$22.6K 0.41% 42
2019
Q1 		$1.12M Buy
7,049
+397
+6% +$61.5K 0.49% 31
2018
Q4 		$911K Sell
6,652
-573
-8% -$78.8K 0.46% 36
2018
Q3 		$1.15M Buy
7,225
+584
+9% +$86.7K 0.51% 30
2018
Q2 		$907K Buy
6,641
+290
+5% +$37K 0.44% 28
2018
Q1 		$739K Buy
+6,351
New +$729K 0.35% 31

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 $145B AUM 34.61% 1-Year Est. Return

Viridian RIA's CRM Position: Q1 2022 in Review

Viridian RIA sold out of Salesforce (CRM) in Q1 2022, closing a stake of 9,402 shares — an estimated $2.02M sold.

Viridian RIA first reported a position in CRM in Q1 2018 and held it in 13 quarters. The position peaked at $2.39M in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Viridian RIA reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 9,402 Salesforce shares in Q1 2022, an estimated $2.02M.
  • Viridian RIA first reported a position in Salesforce in Q1 2018 and held it in 13 quarters.
  • Viridian RIA's Salesforce position peaked at $2.39M in Q4 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.