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Winslow Evans & Crocker’s Salesforce CRM Stock Holding History

Winslow Evans & Crocker’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 		$1.11M Buy
7,087
+2,036
+40% +$495K 0.21% 114
2020
Q3 		$1.27M Buy
5,051
+659
+15% +$144K 0.31% 67
2020
Q2 		$823K Sell
4,392
-128
-3% -$21.6K 0.22% 100
2020
Q1 		$654K Sell
4,520
-1,264
-22% -$217K 0.22% 99
2019
Q4 		$944K Buy
5,784
+2,726
+89% +$427K 0.24% 92
2019
Q3 		$456K Sell
3,058
-990
-24% -$150K 0.13% 179
2019
Q2 		$616K Sell
4,048
-4,044
-50% -$634K 0.17% 136
2019
Q1 		$1.28M Sell
8,092
-186
-2% -$28.8K 0.36% 63
2018
Q4 		$1.14M Buy
8,278
+16
+0.2% +$2.2K 0.38% 61
2018
Q3 		$1.32M Buy
8,262
+2,850
+53% +$423K 0.4% 56
2018
Q2 		$740K Sell
5,412
-276
-5% -$35.2K 0.23% 107
2018
Q1 		$662K Buy
5,688
+30
+0.5% +$3.44K 0.21% 105
2017
Q4 		$578K Buy
5,658
+1,952
+53% +$199K 0.19% 124
2017
Q3 		$346K Sell
3,706
-2,074
-36% -$191K 0.11% 189
2017
Q2 		$496K Buy
5,780
+1,946
+51% +$169K 0.14% 173
2017
Q1 		$316K Sell
3,834
-882
-19% -$70.5K 0.1% 217
2016
Q4 		$323K Sell
4,716
-1,034
-18% -$75K 0.1% 207
2016
Q3 		$410K Buy
5,750
+3,246
+130% +$253K 0.12% 183
2016
Q2 		$199K Sell
2,504
-34
-1% -$2.67K 0.06% 282
2016
Q1 		$187K Sell
2,538
-6,074
-71% -$418K 0.06% 281
2015
Q4 		$675K Buy
8,612
+6,004
+230% +$469K 0.19% 119
2015
Q3 		$181K Sell
2,608
-14
-0.5% -$992 0.06% 287
2015
Q2 		$183K Buy
2,622
+406
+18% +$28.9K 0.05% 323
2015
Q1 		$148K Buy
2,216
+90
+4% +$5.58K 0.04% 346
2014
Q4 		$126K Sell
2,126
-100
-4% -$5.9K 0.04% 368
2014
Q3 		$128K Buy
2,226
+1,000
+82% +$56.3K 0.04% 385
2014
Q2 		$71.2K Buy
1,226
+70
+6% +$3.78K 0.02% 435
2014
Q1 		$66K Buy
1,156
+305
+36% +$18.2K 0.02% 439
2013
Q4 		$47K Buy
+851
New +$45.5K 0.02% 521

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

Winslow Evans & Crocker's CRM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Salesforce (CRM) stake by 40% in Q4 2020, buying an estimated $495K and bringing the position to 7,087 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #114.

Winslow Evans & Crocker first reported a position in CRM in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.32M in Q3 2018. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

  • Winslow Evans & Crocker held 7,087 shares of Salesforce worth $1.11M as of Q4 2020.
  • Winslow Evans & Crocker bought 2,036 Salesforce shares in Q4 2020, an estimated $495K.
  • Salesforce made up 0.21% of Winslow Evans & Crocker's portfolio in Q4 2020, its #114 holding.
  • Winslow Evans & Crocker first reported a position in Salesforce in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Salesforce position peaked at $1.32M in Q3 2018.
  • 1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.