Adams Chetwood Wealth Management’s Salesforce CRM Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$821K	Hold	3,868	–	–	0.47%	38
2021 Q4	$983K	Sell	3,868 -91	-2%	-$25.6K	0.67%	34
2021 Q3	$1.07M	Sell	3,959 -20	-0.5%	-$5.08K	0.78%	30
2021 Q2	$972K	Buy	3,979 +223	+6%	+$51.4K	0.69%	32
2021 Q1	$796K	Buy	3,756 +88	+2%	+$19.6K	0.61%	35
2020 Q4	$816K	Sell	3,668 -588	-14%	-$143K	0.68%	33
2020 Q3	$1.07M	Buy	4,256 +20	+0.5%	+$4.38K	1.03%	21
2020 Q2	$794K	Hold	4,236	–	–	0.81%	28
2020 Q1	$745K	Hold	4,236	–	–	0.87%	26
2019 Q4	$689K	Buy	+4,236	New	+$664K	0.7%	25

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

Adams Chetwood Wealth Management's CRM Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its Salesforce (CRM) position steady in Q1 2022 at 3,868 shares worth $821K. The position accounts for 0.47% of the portfolio, ranked #38.

Adams Chetwood Wealth Management first reported a position in CRM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Adams Chetwood Wealth Management held 3,868 shares of Salesforce worth $821K as of Q1 2022.
Adams Chetwood Wealth Management left its Salesforce share count unchanged in Q1 2022.
Salesforce made up 0.47% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #38 holding.
Adams Chetwood Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Salesforce position peaked at $1.07M in Q3 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.