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B. Riley Wealth Management’s Salesforce CRM Stock Holding History

B. Riley 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
Q2 		$2.18K Sell
13,187
-1,744
-12% -$308K ﹤0.01% 202
2022
Q1 		$3.17M Buy
14,931
+207
+1% +$44.5K 0.24% 94
2021
Q4 		$3.74M Buy
14,724
+2,231
+18% +$627K 0.26% 91
2021
Q3 		$3.39M Buy
12,493
+1,560
+14% +$396K 0.26% 92
2021
Q2 		$2.67M Sell
10,933
-918
-8% -$212K 0.3% 85
2021
Q1 		$2.51M Buy
11,851
+2,823
+31% +$628K 0.29% 84
2020
Q4 		$2.01M Buy
9,028
+1,601
+22% +$389K 0.26% 89
2020
Q3 		$1.87M Buy
7,427
+3,836
+107% +$840K 0.22% 99
2020
Q2 		$672K Sell
3,591
-1,194
-25% -$201K 0.07% 197
2020
Q1 		$689K Sell
4,785
-4,532
-49% -$777K 0.07% 230
2019
Q4 		$1.51M Sell
9,317
-188
-2% -$29.5K 0.23% 103
2019
Q3 		$1.41M Sell
9,505
-862
-8% -$131K 0.25% 94
2019
Q2 		$1.57K Buy
10,367
+6,750
+187% +$1.06M 0.24% 82
2019
Q1 		$573K Sell
3,617
-2,233
-38% -$346K 0.1% 195
2018
Q4 		$801K Buy
5,850
+2,347
+67% +$323K 0.17% 133
2018
Q3 		$557K Buy
+3,503
New +$520K 0.14% 139
2015
Q3 		– Sell
-5,000
Closed -$348K – 252
2015
Q2 		$348K Buy
+5,000
New +$356K 0.28% 97
2015
Q1 		– Sell
-8,900
Closed -$527K – 1028
2014
Q4 		$527K Buy
+8,900
New +$525K 0.43% 49

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

B. Riley Wealth Management's CRM Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Salesforce (CRM) stake by 12% in Q2 2022, selling an estimated $308K and leaving 13,187 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

B. Riley Wealth Management first reported a position in CRM in Q4 2014 and has held it in 18 quarters since. The position peaked at $3.74M in Q4 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • B. Riley Wealth Management held 13,187 shares of Salesforce worth $2.18K as of Q2 2022.
  • B. Riley Wealth Management sold 1,744 Salesforce shares in Q2 2022, an estimated $308K.
  • Salesforce made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #202 holding.
  • B. Riley Wealth Management first reported a position in Salesforce in Q4 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's Salesforce position peaked at $3.74M in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.