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Voit & Company’s Salesforce CRM Stock Holding History

Voit & Company’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
2020
Q3 		$2.65M Sell
10,527
-305
-3% -$66.8K 2.56% 15
2020
Q2 		$2.03M Sell
10,832
-1,103
-9% -$186K 2.16% 18
2020
Q1 		$1.72M Buy
11,935
+8,965
+302% +$1.54M 1.77% 22
2019
Q4 		$483K Buy
2,970
+1,400
+89% +$219K 0.43% 49
2019
Q3 		$233K Sell
1,570
-60
-4% -$9.12K 0.23% 53
2019
Q2 		$247K Sell
1,630
-80
-5% -$12.5K 0.24% 57
2019
Q1 		$271K Buy
1,710
+135
+9% +$20.9K 0.29% 53
2018
Q4 		$216K Buy
+1,575
New +$217K 0.27% 57

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Voit & Company's CRM Position: Q3 2020 in Review

Voit & Company reduced its Salesforce (CRM) stake by 2.8% in Q3 2020, selling an estimated $66.8K and leaving 10,527 shares worth $2.65M. The position accounts for 2.56% of the portfolio, ranked #15.

Voit & Company first reported a position in CRM in Q4 2018 and has held it in 8 quarters since. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Voit & Company held 10,527 shares of Salesforce worth $2.65M as of Q3 2020.
  • Voit & Company sold 305 Salesforce shares in Q3 2020, an estimated $66.8K.
  • Salesforce made up 2.56% of Voit & Company's portfolio in Q3 2020, its #15 holding.
  • Voit & Company first reported a position in Salesforce in Q4 2018 and has held it in 8 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.