VAM
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Vontobel Asset Management’s Salesforce CRM Stock Holding History

Vontobel Asset 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
2020
Q4 		– Sell
-202,363
Closed -$54.2M – 68
2020
Q3 		$54.2M Sell
202,363
-120,130
-37% -$26.3M 0.33% 54
2020
Q2 		$64.9M Buy
+322,493
New +$54.3M 0.44% 48

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
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
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

Vontobel Asset Management's CRM Position: Q4 2020 in Review

Vontobel Asset Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 202,363 shares — an estimated $54.2M sold.

Vontobel Asset Management first reported a position in CRM in Q2 2020 and held it in 2 quarters. The position peaked at $64.9M in Q2 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Vontobel Asset Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
  • Vontobel Asset Management sold 202,363 Salesforce shares in Q4 2020, an estimated $54.2M.
  • Vontobel Asset Management first reported a position in Salesforce in Q2 2020 and held it in 2 quarters.
  • Vontobel Asset Management's Salesforce position peaked at $64.9M in Q2 2020.
  • 1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Vontobel Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.