Aquire Wealth Advisors’s Salesforce CRM Stock Holding History

Aquire Wealth 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 Q1	–	Sell	-7	Closed	-$2K	–	75
2021 Q4	$2K	Buy	+7	New	+$1.97K	﹤0.01%	179

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aquire Wealth Advisors's CRM Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 7 shares — an estimated $2K sold.

Aquire Wealth Advisors first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 2,275 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Aquire Wealth Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 7 Salesforce shares in Q1 2022, an estimated $2K.
Aquire Wealth Advisors first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Salesforce position peaked at $2K in Q4 2021.
2,275 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.