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Accretive Wealth Partners’s Salesforce CRM Stock Holding History

Accretive Wealth Partners’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
-4,674
Closed -$1.19M – 113
2021
Q4 		$1.19M Buy
4,674
+52
+1% +$14.6K 0.76% 47
2021
Q3 		$1.25M Buy
4,622
+77
+2% +$19.6K 0.88% 38
2021
Q2 		$1.11M Buy
4,545
+198
+5% +$45.6K 0.8% 49
2021
Q1 		$921K Buy
+4,347
New +$968K 0.83% 47

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Accretive Wealth Partners's CRM Position: Q1 2022 in Review

Accretive Wealth Partners sold out of Salesforce (CRM) in Q1 2022, closing a stake of 4,674 shares — an estimated $1.19M sold.

Accretive Wealth Partners first reported a position in CRM in Q1 2021 and held it in 4 quarters. The position peaked at $1.25M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Accretive Wealth Partners reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Accretive Wealth Partners sold 4,674 Salesforce shares in Q1 2022, an estimated $1.19M.
  • Accretive Wealth Partners first reported a position in Salesforce in Q1 2021 and held it in 4 quarters.
  • Accretive Wealth Partners's Salesforce position peaked at $1.25M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Accretive Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.