Atlas Private Wealth Advisors’s Salesforce CRM Stock Holding History

Atlas Private 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 Q4	–	Sell	-110	Closed	-$30K	–	267
2021 Q3	$30K	Sell	110 -17	-13%	-$4.32K	0.02%	294
2021 Q2	$31K	Buy	127 +68	+115%	+$15.7K	0.02%	290
2021 Q1	$13K	Hold	59	–	–	0.01%	454
2020 Q4	$13K	Hold	59	–	–	0.01%	395
2020 Q3	$15K	Sell	59 -96	-62%	-$21K	0.01%	345
2020 Q2	$29K	Buy	+155	New	+$26.1K	0.03%	269

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Atlas Private Wealth Advisors's CRM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 110 shares — an estimated $30K sold.

Atlas Private Wealth Advisors first reported a position in CRM in Q2 2020 and held it in 6 quarters. The position peaked at $31K in Q2 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 110 Salesforce shares in Q4 2021, an estimated $30K.
Atlas Private Wealth Advisors first reported a position in Salesforce in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Salesforce position peaked at $31K in Q2 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.