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BerganKDV Wealth Management’s Salesforce CRM Stock Holding History

BerganKDV 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
2023
Q2 		$1.04M Buy
4,933
+376
+8% +$76.8K 0.1% 131
2023
Q1 		$910K Buy
4,557
+841
+23% +$142K 0.09% 133
2022
Q4 		$493K Buy
3,716
+81
+2% +$11.8K 0.05% 166
2022
Q3 		$523K Sell
3,635
-43
-1% -$7.29K 0.06% 158
2022
Q2 		$607K Buy
3,678
+162
+5% +$28.6K 0.07% 159
2022
Q1 		$747K Buy
3,516
+2,991
+570% +$644K 0.08% 144
2021
Q4 		$133K Sell
525
-32
-6% -$8.99K 0.01% 300
2021
Q3 		$151K Buy
557
+157
+39% +$39.9K 0.02% 273
2021
Q2 		$98K Buy
400
+100
+33% +$23K 0.01% 315
2021
Q1 		$64K Sell
300
-18
-6% -$4.01K 0.01% 341
2020
Q4 		$71K Buy
318
+221
+228% +$53.7K 0.01% 313
2020
Q3 		$24K Sell
97
-330
-77% -$72.2K ﹤0.01% 401
2020
Q2 		$80K Sell
427
-65
-13% -$11K 0.01% 294
2020
Q1 		$71K Buy
492
+348
+242% +$59.7K 0.01% 282
2019
Q4 		$23K Buy
+144
New +$22.6K ﹤0.01% 429

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

BerganKDV Wealth Management's CRM Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Salesforce (CRM) stake by 8.3% in Q2 2023, buying an estimated $76.8K and bringing the position to 4,933 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #131.

BerganKDV Wealth Management first reported a position in CRM in Q4 2019 and has held it in 15 quarters since. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • BerganKDV Wealth Management held 4,933 shares of Salesforce worth $1.04M as of Q2 2023.
  • BerganKDV Wealth Management bought 376 Salesforce shares in Q2 2023, an estimated $76.8K.
  • Salesforce made up 0.1% of BerganKDV Wealth Management's portfolio in Q2 2023, its #131 holding.
  • BerganKDV Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 15 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.