Avondale Wealth Management’s Salesforce CRM Stock Holding History

Avondale Wealth Management’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 Q1	–	Sell	-80	Closed	-$20K	–	123
2021 Q4	$20K	Hold	80	–	–	0.02%	91
2021 Q3	$22K	Hold	80	–	–	0.02%	92
2021 Q2	$20K	Hold	80	–	–	0.02%	91
2021 Q1	$17K	Hold	80	–	–	0.02%	89
2020 Q4	$18K	Hold	80	–	–	0.02%	85
2020 Q3	$20K	Hold	80	–	–	0.03%	75
2020 Q2	$15K	Hold	80	–	–	0.02%	73
2020 Q1	$12K	Hold	80	–	–	0.02%	84
2019 Q4	$13K	Hold	80	–	–	0.02%	86
2019 Q3	$12K	Sell	80 -80	-50%	-$12.2K	0.02%	87
2019 Q2	$24K	Hold	160	–	–	0.02%	73
2019 Q1	$25K	Buy	160 +80	+100%	+$12.4K	0.02%	72
2018 Q4	$11K	Buy	+80	New	+$11K	0.01%	93

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avondale Wealth Management's CRM Position: Q1 2022 in Review

Avondale Wealth Management sold out of Salesforce (CRM) in Q1 2022, closing a stake of 80 shares — an estimated $20K sold.

Avondale Wealth Management first reported a position in CRM in Q4 2018 and held it in 13 quarters. The position peaked at $25K in Q1 2019. 2,275 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Avondale Wealth Management reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Avondale Wealth Management sold 80 Salesforce shares in Q1 2022, an estimated $20K.
Avondale Wealth Management first reported a position in Salesforce in Q4 2018 and held it in 13 quarters.
Avondale Wealth Management's Salesforce position peaked at $25K in Q1 2019.
2,275 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Avondale Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.