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American Portfolios Advisors’s Salesforce CRM Stock Holding History

American Portfolios Advisors’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 		$2.26M Sell
15,685
-44
-0.3% -$7.46K 0.1% 216
2022
Q2 		$2.6M Sell
15,729
-388
-2% -$68.6K 0.11% 199
2022
Q1 		$3.42M Buy
16,117
+3,705
+30% +$797K 0.12% 177
2021
Q4 		$3.15M Buy
12,412
+1,997
+19% +$561K 0.11% 189
2021
Q3 		$2.82M Sell
10,415
-280
-3% -$71.1K 0.11% 196
2021
Q2 		$2.61M Buy
10,695
+627
+6% +$145K 0.1% 205
2021
Q1 		$2.13M Buy
10,068
+1,329
+15% +$296K 0.09% 212
2020
Q4 		$1.94M Sell
8,739
-2,818
-24% -$685K 0.1% 197
2020
Q3 		$2.9M Buy
11,557
+555
+5% +$121K 0.17% 123
2020
Q2 		$2.06M Buy
11,002
+492
+5% +$82.9K 0.13% 158
2020
Q1 		$1.51M Sell
10,510
-99
-0.9% -$17K 0.13% 157
2019
Q4 		$1.73M Buy
10,609
+5,264
+98% +$825K 0.12% 167
2019
Q3 		$793K Sell
5,345
-8,068
-60% -$1.23M 0.07% 292
2019
Q2 		$2.04M Sell
13,413
-741
-5% -$116K 0.17% 137
2019
Q1 		$2.24M Buy
14,154
+7,086
+100% +$1.1M 0.21% 103
2018
Q4 		$968K Sell
7,068
-714
-9% -$98.2K 0.12% 171
2018
Q3 		$1.24M Buy
7,782
+1,751
+29% +$260K 0.14% 146
2018
Q2 		$823K Buy
6,031
+3,117
+107% +$398K 0.11% 184
2018
Q1 		$339K Buy
2,914
+187
+7% +$21.5K 0.05% 359
2017
Q4 		$279K Buy
+2,727
New +$278K 0.04% 385

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

American Portfolios Advisors's CRM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Salesforce (CRM) stake by 0.28% in Q3 2022, selling an estimated $7.46K and leaving 15,685 shares worth $2.26M. The position accounts for 0.1% of the portfolio, ranked #216.

American Portfolios Advisors first reported a position in CRM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.42M in Q1 2022. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • American Portfolios Advisors held 15,685 shares of Salesforce worth $2.26M as of Q3 2022.
  • American Portfolios Advisors sold 44 Salesforce shares in Q3 2022, an estimated $7.46K.
  • Salesforce made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #216 holding.
  • American Portfolios Advisors first reported a position in Salesforce in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Salesforce position peaked at $3.42M in Q1 2022.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.