Biltmore Wealth Management’s Salesforce CRM Stock Holding History

Biltmore 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
2021 Q4	–	Sell	-743	Closed	-$202K	–	53
2021 Q3	$202K	Buy	+743	New	+$189K	0.08%	51

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Biltmore Wealth Management's CRM Position: Q4 2021 in Review

Biltmore Wealth Management sold out of Salesforce (CRM) in Q4 2021, closing a stake of 743 shares — an estimated $202K sold.

Biltmore Wealth Management first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $202K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Biltmore Wealth Management reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
Biltmore Wealth Management sold 743 Salesforce shares in Q4 2021, an estimated $202K.
Biltmore Wealth Management first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
Biltmore Wealth Management's Salesforce position peaked at $202K in Q3 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Biltmore Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.