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Better Money Decisions’s Salesforce CRM Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-286
Closed -$47K – 130
2022
Q2 		$47K Buy
+286
New +$50.5K 0.04% 149
2021
Q4 		– Sell
-365
Closed -$99K – 169
2021
Q3 		$99K Buy
365
+19
+5% +$4.83K 0.08% 111
2021
Q2 		$85K Hold
346
– – 0.08% 111
2021
Q1 		$73K Buy
+346
New +$77K 0.08% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Better Money Decisions's CRM Position: Q3 2022 in Review

Better Money Decisions sold out of Salesforce (CRM) in Q3 2022, closing a stake of 286 shares — an estimated $47K sold.

Better Money Decisions first reported a position in CRM in Q1 2021 and held it in 4 quarters. The position peaked at $99K in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Better Money Decisions reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 286 Salesforce shares in Q3 2022, an estimated $47K.
  • Better Money Decisions first reported a position in Salesforce in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Salesforce position peaked at $99K in Q3 2021.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.