AWM
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Altium Wealth Management’s Salesforce CRM Stock Holding History

Altium 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
Q2 		$1.88M Buy
11,408
+416
+4% +$73.5K 0.14% 87
2022
Q1 		$2.33M Buy
10,992
+1,066
+11% +$229K 0.15% 79
2021
Q4 		$2.52M Buy
9,926
+322
+3% +$90.5K 0.16% 71
2021
Q3 		$2.6M Buy
9,604
+221
+2% +$56.1K 0.19% 64
2021
Q2 		$2.29M Sell
9,383
-15
-0.2% -$3.46K 0.17% 68
2021
Q1 		$1.99M Buy
9,398
+301
+3% +$67K 0.16% 74
2020
Q4 		$2.02M Buy
9,097
+350
+4% +$85.1K 0.18% 62
2020
Q3 		$2.2M Buy
8,747
+212
+2% +$46.4K 0.23% 49
2020
Q2 		$1.6M Sell
8,535
-123
-1% -$20.7K 0.18% 65
2020
Q1 		$1.25M Buy
8,658
+1,346
+18% +$231K 0.17% 70
2019
Q4 		$1.19M Buy
7,312
+11
+0.2% +$1.72K 0.14% 82
2019
Q3 		$1.08M Buy
7,301
+630
+9% +$95.7K 0.15% 86
2019
Q2 		$1.01M Buy
6,671
+1,939
+41% +$304K 0.15% 81
2019
Q1 		$749K Sell
4,732
-289
-6% -$44.8K 0.12% 119
2018
Q4 		$688K Buy
5,021
+105
+2% +$14.4K 0.13% 111
2018
Q3 		$782K Sell
4,916
-287
-6% -$42.6K 0.15% 107
2018
Q2 		$710K Buy
5,203
+1,932
+59% +$246K 0.19% 90
2018
Q1 		$381K Buy
3,271
+446
+16% +$51.2K 0.15% 103
2017
Q4 		$288K Buy
+2,825
New +$288K 0.13% 124

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altium Wealth Management's CRM Position: Q2 2022 in Review

Altium Wealth Management increased its Salesforce (CRM) stake by 3.8% in Q2 2022, buying an estimated $73.5K and bringing the position to 11,408 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #87.

Altium Wealth Management first reported a position in CRM in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.6M in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Altium Wealth Management held 11,408 shares of Salesforce worth $1.88M as of Q2 2022.
  • Altium Wealth Management bought 416 Salesforce shares in Q2 2022, an estimated $73.5K.
  • Salesforce made up 0.14% of Altium Wealth Management's portfolio in Q2 2022, its #87 holding.
  • Altium Wealth Management first reported a position in Salesforce in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Salesforce position peaked at $2.6M in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.