AAMC
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Asset Allocation & Management Company’s Salesforce CRM Stock Holding History

Asset Allocation & Management Company’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
-975
Closed -$207K – 119
2022
Q1 		$207K Hold
975
– – 0.07% 118
2021
Q4 		$248K Buy
+975
New +$274K 0.08% 108

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

Asset Allocation & Management Company's CRM Position: Q2 2022 in Review

Asset Allocation & Management Company sold out of Salesforce (CRM) in Q2 2022, closing a stake of 975 shares — an estimated $207K sold.

Asset Allocation & Management Company first reported a position in CRM in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Asset Allocation & Management Company reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Asset Allocation & Management Company sold 975 Salesforce shares in Q2 2022, an estimated $207K.
  • Asset Allocation & Management Company first reported a position in Salesforce in Q4 2021 and held it in 2 quarters.
  • Asset Allocation & Management Company's Salesforce position peaked at $248K in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Asset Allocation & Management Company's 13F filing for Q2 2022, filed 19 Jul 2022.