Adams Wealth Management’s Salesforce CRM Stock Holding History

Adams 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
2020 Q4	–	Sell	-5	Closed	-$1K	–	125
2020 Q3	$1K	Buy	+5	New	+$1.09K	﹤0.01%	311

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Wealth Management's CRM Position: Q4 2020 in Review

Adams Wealth Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Adams Wealth Management first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,991 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

Adams Wealth Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 5 Salesforce shares in Q4 2020, an estimated $1K.
Adams Wealth Management first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Salesforce position peaked at $1K in Q3 2020.
1,991 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.