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BDO Wealth Advisors’s Salesforce CRM Stock Holding History

BDO 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
2023
Q2 		$3.88M Buy
18,346
+80
+0.4% +$16.3K 0.44% 50
2023
Q1 		$3.65M Sell
18,266
-493
-3% -$83.3K 0.45% 43
2022
Q4 		$2.49M Hold
18,759
– – 0.31% 69
2022
Q3 		$2.7M Buy
18,759
+50
+0.3% +$8.48K 0.36% 59
2022
Q2 		$3.09M Sell
18,709
-258
-1% -$45.6K 0.38% 48
2022
Q1 		$4.03M Buy
18,967
+266
+1% +$57.2K 0.43% 41
2021
Q4 		$4.75M Buy
18,701
+12,467
+200% +$3.5M 0.5% 43
2021
Q3 		$1.69M Sell
6,234
-6
-0.1% -$1.52K 0.19% 91
2021
Q2 		$1.52M Buy
6,240
+207
+3% +$47.7K 0.17% 106
2021
Q1 		$1.28M Buy
6,033
+4,675
+344% +$1.04M 0.15% 113
2020
Q4 		$302K Sell
1,358
-4
-0.3% -$973 0.04% 197
2020
Q3 		$342K Buy
1,362
+196
+17% +$42.9K 0.06% 163
2020
Q2 		$218K Sell
1,166
-85
-7% -$14.3K 0.04% 207
2020
Q1 		$180K Buy
1,251
+34
+3% +$5.83K 0.04% 212
2019
Q4 		$198K Hold
1,217
– – 0.05% 191
2019
Q3 		$181K Sell
1,217
-47
-4% -$7.14K 0.05% 204
2019
Q2 		$192K Buy
1,264
+824
+187% +$129K 0.05% 195
2019
Q1 		$70K Buy
440
+190
+76% +$29.4K 0.02% 251
2018
Q4 		$34K Hold
250
– – 0.01% 291
2018
Q3 		$40K Hold
250
– – 0.01% 313
2018
Q2 		$34K Buy
+250
New +$31.9K 0.01% 333

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

BDO Wealth Advisors's CRM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Salesforce (CRM) stake by 0.44% in Q2 2023, buying an estimated $16.3K and bringing the position to 18,346 shares worth $3.88M. The position accounts for 0.44% of the portfolio, ranked #50.

BDO Wealth Advisors first reported a position in CRM in Q2 2018 and has held it in 21 quarters since. The position peaked at $4.75M in Q4 2021. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • BDO Wealth Advisors held 18,346 shares of Salesforce worth $3.88M as of Q2 2023.
  • BDO Wealth Advisors bought 80 Salesforce shares in Q2 2023, an estimated $16.3K.
  • Salesforce made up 0.44% of BDO Wealth Advisors's portfolio in Q2 2023, its #50 holding.
  • BDO Wealth Advisors first reported a position in Salesforce in Q2 2018 and has held it in 21 quarters since.
  • BDO Wealth Advisors's Salesforce position peaked at $4.75M in Q4 2021.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.