Acorn Wealth Advisors’s Salesforce CRM Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-68	Closed	-$8K	–	581
2018 Q1	$8K	Hold	68	–	–	0.01%	541
2017 Q4	$7K	Buy	+68	New	+$6.93K	0.01%	538

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acorn Wealth Advisors's CRM Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Salesforce (CRM) in Q2 2018, closing a stake of 68 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in CRM in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

Acorn Wealth Advisors reported no remaining Salesforce position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 68 Salesforce shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in Salesforce in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Salesforce position peaked at $8K in Q1 2018.
1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.