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
2019 Q4	–	Sell	-1,300	Closed	-$4K	–	66
2019 Q3	$4K	Buy	+1,300	New	+$198K	﹤0.01%	68

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.