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Acima Private Wealth’s Salesforce CRM Stock Holding History

Acima Private Wealth’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
Q3 		– Sell
-54
Closed -$10K – 227
2020
Q2 		$10K Hold
54
– – 0.01% 213
2020
Q1 		$8K Hold
54
– – 0.01% 230
2019
Q4 		$9K Sell
54
-135
-71% -$21.2K 0.01% 244
2019
Q3 		$28K Buy
189
+135
+250% +$20.5K 0.02% 206
2019
Q2 		$8K Hold
54
– – 0.01% 212
2019
Q1 		$9K Sell
54
-21
-28% -$3.25K 0.01% 208
2018
Q4 		$10K Buy
+75
New +$10.3K 0.01% 215

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Acima Private Wealth's CRM Position: Q3 2020 in Review

Acima Private Wealth sold out of Salesforce (CRM) in Q3 2020, closing a stake of 54 shares — an estimated $10K sold.

Acima Private Wealth first reported a position in CRM in Q4 2018 and held it in 7 quarters. The position peaked at $28K in Q3 2019. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Acima Private Wealth reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Acima Private Wealth sold 54 Salesforce shares in Q3 2020, an estimated $10K.
  • Acima Private Wealth first reported a position in Salesforce in Q4 2018 and held it in 7 quarters.
  • Acima Private Wealth's Salesforce position peaked at $28K in Q3 2019.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.