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Vivid Financial Management’s Salesforce CRM Stock Holding History

Vivid Financial Management’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
Q4 		$230K Sell
906
-63
-7% -$17.7K 0.09% 118
2021
Q3 		$263K Sell
969
-1,258
-56% -$319K 0.11% 118
2021
Q2 		$544K Buy
2,227
+70
+3% +$16.1K 0.22% 59
2021
Q1 		$457K Buy
2,157
+151
+8% +$33.6K 0.21% 71
2020
Q4 		$446K Buy
+2,006
New +$488K 0.22% 77

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Vivid Financial Management's CRM Position: Q4 2021 in Review

Vivid Financial Management reduced its Salesforce (CRM) stake by 6.5% in Q4 2021, selling an estimated $17.7K and leaving 906 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #118.

Vivid Financial Management first reported a position in CRM in Q4 2020 and has held it in 5 quarters since. The position peaked at $544K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Vivid Financial Management held 906 shares of Salesforce worth $230K as of Q4 2021.
  • Vivid Financial Management sold 63 Salesforce shares in Q4 2021, an estimated $17.7K.
  • Salesforce made up 0.09% of Vivid Financial Management's portfolio in Q4 2021, its #118 holding.
  • Vivid Financial Management first reported a position in Salesforce in Q4 2020 and has held it in 5 quarters since.
  • Vivid Financial Management's Salesforce position peaked at $544K in Q2 2021.
  • 2,351 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.