AMJ Financial Wealth Management’s Salesforce CRM Stock Holding History

AMJ Financial 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	–	Sell	-1,469	Closed	-$312K	–	60
2022 Q1	$312K	Sell	1,469 -12,328	-89%	-$2.65M	0.13%	67
2021 Q4	$3.51M	Buy	13,797 +3,787	+38%	+$1.06M	1.27%	29
2021 Q3	$2.71M	Buy	10,010 +973	+11%	+$247K	1.11%	34
2021 Q2	$2.21M	Buy	9,037 +97	+1%	+$22.4K	0.96%	37
2021 Q1	$1.89M	Sell	8,940 -8,939	-50%	-$1.99M	0.92%	35
2020 Q4	$3.98M	Buy	17,879 +456	+3%	+$111K	2.03%	22
2020 Q3	$4.38M	Sell	17,423 -2,701	-13%	-$591K	2.58%	17
2020 Q2	$3.77M	Buy	+20,124	New	+$3.39M	2.57%	17

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AMJ Financial Wealth Management's CRM Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,469 shares — an estimated $312K sold.

AMJ Financial Wealth Management first reported a position in CRM in Q2 2020 and held it in 8 quarters. The position peaked at $4.38M in Q3 2020. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

AMJ Financial Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 1,469 Salesforce shares in Q2 2022, an estimated $312K.
AMJ Financial Wealth Management first reported a position in Salesforce in Q2 2020 and held it in 8 quarters.
AMJ Financial Wealth Management's Salesforce position peaked at $4.38M in Q3 2020.
2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.