Yorktown Management & Research Company’s Salesforce CRM Stock Holding History

Yorktown Management & Research Company’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
2022 Q1	–	Sell	-980	Closed	-$249K	–	230
2021 Q4	$249K	Hold	980	–	–	0.17%	218
2021 Q3	$266K	Hold	980	–	–	0.2%	200
2021 Q2	$239K	Hold	980	–	–	0.19%	230
2021 Q1	$208K	Buy	+980	New	+$218K	0.17%	237
2020 Q4	–	Sell	-1,550	Closed	-$390K	–	228
2020 Q3	$390K	Buy	+1,550	New	+$339K	0.36%	114
2019 Q4	–	Sell	-1,700	Closed	-$252K	–	290
2019 Q3	$252K	Buy	+1,700	New	+$258K	0.14%	230
2014 Q2	–	Sell	-6,000	Closed	-$343K	–	486
2014 Q1	$343K	Hold	6,000	–	–	0.07%	157
2013 Q4	$331K	Hold	6,000	–	–	0.07%	156
2013 Q3	$311K	Hold	6,000	–	–	0.07%	147
2013 Q2	$229K	Buy	+6,000	New	+$248K	0.05%	239

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Yorktown Management & Research Company's CRM Position: Q1 2022 in Review

Yorktown Management & Research Company sold out of Salesforce (CRM) in Q1 2022, closing a stake of 980 shares — an estimated $249K sold.

Yorktown Management & Research Company first reported a position in CRM in Q2 2013 and held it in 10 quarters. The position peaked at $390K in Q3 2020. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Yorktown Management & Research Company reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 980 Salesforce shares in Q1 2022, an estimated $249K.
Yorktown Management & Research Company first reported a position in Salesforce in Q2 2013 and held it in 10 quarters.
Yorktown Management & Research Company's Salesforce position peaked at $390K in Q3 2020.
2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Yorktown Management & Research Company's 13F filing for Q1 2022, filed 29 Apr 2022.