AWS
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Aspen Wealth Strategies’s Salesforce CRM Stock Holding History

Aspen Wealth Strategies’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
2023
Q2 		– Sell
-2,546
Closed -$509K – 79
2023
Q1 		$509K Buy
2,546
+10
+0.4% +$1.69K 0.39% 35
2022
Q4 		$336K Buy
+2,536
New +$370K 0.27% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspen Wealth Strategies's CRM Position: Q2 2023 in Review

Aspen Wealth Strategies sold out of Salesforce (CRM) in Q2 2023, closing a stake of 2,546 shares — an estimated $509K sold.

Aspen Wealth Strategies first reported a position in CRM in Q4 2022 and held it in 2 quarters. The position peaked at $509K in Q1 2023. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Aspen Wealth Strategies reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 2,546 Salesforce shares in Q2 2023, an estimated $509K.
  • Aspen Wealth Strategies first reported a position in Salesforce in Q4 2022 and held it in 2 quarters.
  • Aspen Wealth Strategies's Salesforce position peaked at $509K in Q1 2023.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Aspen Wealth Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.