AWM
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Aevitas Wealth Management’s Salesforce CRM Stock Holding History

Aevitas 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
Q4 		$254K Buy
1,914
+250
+15% +$36.5K 0.15% 105
2022
Q3 		$239K Sell
1,664
-15
-0.9% -$2.54K 0.18% 101
2022
Q2 		$277K Hold
1,679
– – 0.19% 100
2022
Q1 		$356K Sell
1,679
-722
-30% -$155K 0.22% 91
2021
Q4 		$610K Buy
2,401
+40
+2% +$11.2K 0.36% 68
2021
Q3 		$640K Sell
2,361
-8
-0.3% -$2.03K 0.41% 65
2021
Q2 		$579K Buy
2,369
+230
+11% +$53K 0.37% 71
2021
Q1 		$453K Buy
2,139
+140
+7% +$31.2K 0.32% 79
2020
Q4 		$445K Buy
1,999
+355
+22% +$86.3K 0.33% 70
2020
Q3 		$413K Hold
1,644
– – 0.34% 74
2020
Q2 		$308K Buy
1,644
+236
+17% +$39.8K 0.28% 82
2020
Q1 		$203K Hold
1,408
– – 0.23% 94
2019
Q4 		$229K Buy
+1,408
New +$221K 0.22% 102
2019
Q2 		– Sell
-908
Closed -$143K – 147
2019
Q1 		$143K Hold
908
– – 0.13% 120
2018
Q4 		$124K Sell
908
-300
-25% -$41.3K 0.13% 121
2018
Q3 		$192K Buy
1,208
+200
+20% +$29.7K 0.17% 104
2018
Q2 		$137K Buy
1,008
+1,000
+12,500% +$128K 0.13% 119
2018
Q1 		$1K Hold
8
– – ﹤0.01% 425
2017
Q4 		$1K Buy
+8
New +$815 ﹤0.01% 416

Other funds holding CRM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's CRM Position: Q4 2022 in Review

Aevitas Wealth Management increased its Salesforce (CRM) stake by 15% in Q4 2022, buying an estimated $36.5K and bringing the position to 1,914 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #105.

Aevitas Wealth Management first reported a position in CRM in Q4 2017 and has held it in 19 quarters since. The position peaked at $640K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Aevitas Wealth Management held 1,914 shares of Salesforce worth $254K as of Q4 2022.
  • Aevitas Wealth Management bought 250 Salesforce shares in Q4 2022, an estimated $36.5K.
  • Salesforce made up 0.15% of Aevitas Wealth Management's portfolio in Q4 2022, its #105 holding.
  • Aevitas Wealth Management first reported a position in Salesforce in Q4 2017 and has held it in 19 quarters since.
  • Aevitas Wealth Management's Salesforce position peaked at $640K in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.