Brewin Dolphin Wealth Management’s Salesforce CRM Stock Holding History

Brewin Dolphin 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
2022 Q2	$87K	Buy	529 +44	+9%	+$7.77K	0.01%	159
2022 Q1	$103K	Sell	485 -105	-18%	-$22.6K	0.01%	154
2021 Q4	$150K	Sell	590 -75	-11%	-$21.1K	0.02%	144
2021 Q3	$180K	Buy	665 +75	+13%	+$19K	0.02%	135
2021 Q2	$144K	Hold	590	–	–	0.02%	144
2021 Q1	$125K	Buy	590 +50	+9%	+$11.1K	0.02%	133
2020 Q4	$120K	Buy	540 +155	+40%	+$37.7K	0.02%	127
2020 Q3	$96.8K	Hold	385	–	–	0.02%	128
2020 Q2	$72.1K	Hold	385	–	–	0.02%	137
2020 Q1	$55.4K	Hold	385	–	–	0.03%	106
2019 Q4	$62.6K	Sell	385 -94	-20%	-$14.7K	0.03%	111
2019 Q3	$71.1K	Hold	479	–	–	0.04%	101
2019 Q2	$72.7K	Buy	479 +94	+24%	+$14.7K	0.04%	103
2019 Q1	$61K	Hold	385	–	–	0.03%	107
2018 Q4	$52.7K	Hold	385	–	–	0.03%	105
2018 Q3	$61.2K	Hold	385	–	–	0.03%	106
2018 Q2	$52.5K	Hold	385	–	–	0.03%	103
2018 Q1	$44.8K	Hold	385	–	–	0.03%	110
2017 Q4	$39.4K	Hold	385	–	–	0.03%	112
2017 Q3	$36K	Buy	+385	New	+$35.4K	0.03%	105

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Brewin Dolphin Wealth Management's CRM Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Salesforce (CRM) stake by 9.1% in Q2 2022, buying an estimated $7.77K and bringing the position to 529 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #159.

Brewin Dolphin Wealth Management first reported a position in CRM in Q3 2017 and has held it in 20 quarters since. The position peaked at $180K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

Brewin Dolphin Wealth Management held 529 shares of Salesforce worth $87K as of Q2 2022.
Brewin Dolphin Wealth Management bought 44 Salesforce shares in Q2 2022, an estimated $7.77K.
Salesforce made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #159 holding.
Brewin Dolphin Wealth Management first reported a position in Salesforce in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Salesforce position peaked at $180K in Q3 2021.
2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.