BWA
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Boulder Wealth Advisors’s Salesforce CRM Stock Holding History

Boulder 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
2022
Q4 		$7K Buy
+50
New +$7.3K 0.01% 83

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

Boulder Wealth Advisors's CRM Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Salesforce (CRM) in Q4 2022: 50 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #83 among its holdings.

2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Boulder Wealth Advisors held 50 shares of Salesforce worth $7K as of Q4 2022.
  • Salesforce was a new Boulder Wealth Advisors position in Q4 2022.
  • Salesforce made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #83 holding.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.