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Whitegate Investment Counselors’s Salesforce CRM Stock Holding History

Whitegate Investment Counselors’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 		– Sell
-1,712
Closed -$464K – 96
2021
Q3 		$464K Buy
1,712
+785
+85% +$199K 0.07% 161
2021
Q2 		$226K Buy
+927
New +$214K 0.03% 211

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

Whitegate Investment Counselors's CRM Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 1,712 shares — an estimated $464K sold.

Whitegate Investment Counselors first reported a position in CRM in Q2 2021 and held it in 2 quarters. The position peaked at $464K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 1,712 Salesforce shares in Q4 2021, an estimated $464K.
  • Whitegate Investment Counselors first reported a position in Salesforce in Q2 2021 and held it in 2 quarters.
  • Whitegate Investment Counselors's Salesforce position peaked at $464K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.