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ARS Wealth Advisors’s Salesforce CRM Stock Holding History

ARS 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
2021
Q2 		$2.03M Buy
8,319
+1,932
+30% +$445K 0.37% 41
2021
Q1 		$1.35M Buy
6,387
+3,746
+142% +$834K 0.29% 41
2020
Q4 		$588K Buy
2,641
+154
+6% +$37.5K 0.13% 64
2020
Q3 		$625K Buy
2,487
+15
+0.6% +$3.28K 0.17% 55
2020
Q2 		$463K Buy
2,472
+47
+2% +$7.92K 0.14% 61
2020
Q1 		$349K Buy
2,425
+205
+9% +$35.1K 0.15% 65
2019
Q4 		$361K Sell
2,220
-665
-23% -$104K 0.1% 75
2019
Q3 		$428K Sell
2,885
-20
-0.7% -$3.04K 0.14% 66
2019
Q2 		$441K Hold
2,905
– – 0.14% 67
2019
Q1 		$460K Buy
2,905
+210
+8% +$32.5K 0.15% 69
2018
Q4 		$369K Sell
2,695
-360
-12% -$49.5K 0.13% 74
2018
Q3 		$486K Buy
3,055
+120
+4% +$17.8K 0.16% 71
2018
Q2 		$400K Buy
2,935
+200
+7% +$25.5K 0.14% 72
2018
Q1 		$318K Sell
2,735
-550
-17% -$63.2K 0.12% 84
2017
Q4 		$336K Sell
3,285
-565
-15% -$57.6K 0.12% 86
2017
Q3 		$360K Sell
3,850
-1,160
-23% -$107K 0.14% 84
2017
Q2 		$434K Buy
5,010
+905
+22% +$78.8K 0.18% 70
2017
Q1 		$339K Sell
4,105
-700
-15% -$55.9K 0.15% 81
2016
Q4 		$329K Buy
4,805
+1,793
+60% +$130K 0.15% 72
2016
Q3 		$215K Buy
+3,012
New +$235K 0.09% 93

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ARS Wealth Advisors's CRM Position: Q2 2021 in Review

ARS Wealth Advisors increased its Salesforce (CRM) stake by 30% in Q2 2021, buying an estimated $445K and bringing the position to 8,319 shares worth $2.03M. The position accounts for 0.37% of the portfolio, ranked #41.

ARS Wealth Advisors first reported a position in CRM in Q3 2016 and has held it in 20 quarters since. 2,067 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • ARS Wealth Advisors held 8,319 shares of Salesforce worth $2.03M as of Q2 2021.
  • ARS Wealth Advisors bought 1,932 Salesforce shares in Q2 2021, an estimated $445K.
  • Salesforce made up 0.37% of ARS Wealth Advisors's portfolio in Q2 2021, its #41 holding.
  • ARS Wealth Advisors first reported a position in Salesforce in Q3 2016 and has held it in 20 quarters since.
  • 2,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.