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Arbor Investment Advisors’s Salesforce CRM Stock Holding History

Arbor Investment 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
Q2 		– Sell
-1,000
Closed -$212K – 106
2022
Q1 		$212K Hold
1,000
– – 0.04% 115
2021
Q4 		$254K Hold
1,000
– – 0.05% 97
2021
Q3 		$271K Hold
1,000
– – 0.05% 82
2021
Q2 		$244K Hold
1,000
– – 0.05% 92
2021
Q1 		$212K Hold
1,000
– – 0.05% 97
2020
Q4 		$223K Hold
1,000
– – 0.05% 85
2020
Q3 		$251K Buy
+1,000
New +$219K 0.07% 75

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

Arbor Investment Advisors's CRM Position: Q2 2022 in Review

Arbor Investment Advisors sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,000 shares — an estimated $212K sold.

Arbor Investment Advisors first reported a position in CRM in Q3 2020 and held it in 7 quarters. The position peaked at $271K in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Arbor Investment Advisors reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Arbor Investment Advisors sold 1,000 Salesforce shares in Q2 2022, an estimated $212K.
  • Arbor Investment Advisors first reported a position in Salesforce in Q3 2020 and held it in 7 quarters.
  • Arbor Investment Advisors's Salesforce position peaked at $271K in Q3 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Arbor Investment Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.