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Wisconsin Capital Management’s Salesforce CRM Stock Holding History

Wisconsin 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
2021
Q1 		– Sell
-23,175
Closed -$5.16M – 56
2020
Q4 		$5.16M Buy
23,175
+11,025
+91% +$2.68M 1.99% 23
2020
Q3 		$3.05M Sell
12,150
-385
-3% -$84.3K 1.41% 27
2020
Q2 		$2.35M Buy
12,535
+1,285
+11% +$217K 1.18% 29
2020
Q1 		$1.62M Buy
11,250
+1,250
+13% +$214K 1.06% 27
2019
Q4 		$1.63M Hold
10,000
– – 0.8% 39
2019
Q3 		$1.48M Hold
10,000
– – 0.79% 41
2019
Q2 		$1.52M Buy
10,000
+1,000
+11% +$157K 0.81% 42
2019
Q1 		$1.43M Hold
9,000
– – 1.27% 37
2018
Q4 		$1.23M Buy
+9,000
New +$1.24M 1.31% 35

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wisconsin Capital Management's CRM Position: Q1 2021 in Review

Wisconsin Capital Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 23,175 shares — an estimated $5.16M sold.

Wisconsin Capital Management first reported a position in CRM in Q4 2018 and held it in 9 quarters. The position peaked at $5.16M in Q4 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Wisconsin Capital Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Wisconsin Capital Management sold 23,175 Salesforce shares in Q1 2021, an estimated $5.16M.
  • Wisconsin Capital Management first reported a position in Salesforce in Q4 2018 and held it in 9 quarters.
  • Wisconsin Capital Management's Salesforce position peaked at $5.16M in Q4 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Wisconsin Capital Management's 13F filing for Q1 2021, filed 3 May 2021.