Blue Chip Wealth Management’s Salesforce CRM Stock Holding History

Blue Chip 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
2020 Q3	$1.23M	Buy	4,881 +822	+20%	+$180K	0.97%	28
2020 Q2	$760K	Buy	4,059 +7	+0.2%	+$1.18K	0.72%	38
2020 Q1	$583K	Sell	4,052 -1,046	-21%	-$179K	0.73%	37
2019 Q4	$829K	Buy	5,098 +5	+0.1%	+$784	0.77%	38
2019 Q3	$756K	Sell	5,093 -225	-4%	-$34.2K	0.79%	38
2019 Q2	$807K	Buy	5,318 +211	+4%	+$33.1K	0.85%	35
2019 Q1	$809K	Buy	5,107 +250	+5%	+$38.7K	0.92%	35
2018 Q4	$665K	Sell	4,857 -326	-6%	-$44.8K	0.87%	35
2018 Q3	$824K	Buy	5,183 +942	+22%	+$140K	0.83%	36
2018 Q2	$578K	Buy	4,241 +2,063	+95%	+$263K	0.63%	49
2018 Q1	$253K	Buy	+2,178	New	+$250K	0.26%	87

Other funds holding CRM

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Chip Wealth Management's CRM Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Salesforce (CRM) stake by 20% in Q3 2020, buying an estimated $180K and bringing the position to 4,881 shares worth $1.23M. The position accounts for 0.97% of the portfolio, ranked #28.

Blue Chip Wealth Management first reported a position in CRM in Q1 2018 and has held it in 11 quarters since. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

Blue Chip Wealth Management held 4,881 shares of Salesforce worth $1.23M as of Q3 2020.
Blue Chip Wealth Management bought 822 Salesforce shares in Q3 2020, an estimated $180K.
Salesforce made up 0.97% of Blue Chip Wealth Management's portfolio in Q3 2020, its #28 holding.
Blue Chip Wealth Management first reported a position in Salesforce in Q1 2018 and has held it in 11 quarters since.
1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.