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Alaethes Wealth’s Salesforce CRM Stock Holding History

Alaethes 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
2022
Q3 		– Sell
-7,064
Closed -$1.17M – 102
2022
Q2 		$1.17M Buy
7,064
+566
+9% +$100K 0.86% 40
2022
Q1 		$1.38M Buy
6,498
+1,070
+20% +$230K 0.88% 36
2021
Q4 		$1.38M Buy
5,428
+21
+0.4% +$5.9K 0.87% 36
2021
Q3 		$1.47M Buy
5,407
+90
+2% +$22.9K 1.07% 22
2021
Q2 		$1.3M Buy
5,317
+492
+10% +$113K 1% 29
2021
Q1 		$1.02M Buy
+4,825
New +$1.07M 0.95% 36

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Alaethes Wealth's CRM Position: Q3 2022 in Review

Alaethes Wealth sold out of Salesforce (CRM) in Q3 2022, closing a stake of 7,064 shares — an estimated $1.17M sold.

Alaethes Wealth first reported a position in CRM in Q1 2021 and held it in 6 quarters. The position peaked at $1.47M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Alaethes Wealth reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Alaethes Wealth sold 7,064 Salesforce shares in Q3 2022, an estimated $1.17M.
  • Alaethes Wealth first reported a position in Salesforce in Q1 2021 and held it in 6 quarters.
  • Alaethes Wealth's Salesforce position peaked at $1.47M in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Alaethes Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.