Weld Capital Management’s Salesforce CRM Stock Holding History

Weld Capital 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	-4,528	Closed	-$1.14M	–	502
2020 Q3	$1.14M	Buy	+4,528	New	+$991K	0.45%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Weld Capital Management's CRM Position: Q4 2020 in Review

Weld Capital Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 4,528 shares — an estimated $1.14M sold.

Weld Capital Management first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $1.14M in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

Weld Capital Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 4,528 Salesforce shares in Q4 2020, an estimated $1.14M.
Weld Capital Management first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
Weld Capital Management's Salesforce position peaked at $1.14M in Q3 2020.
1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

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