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Buckley Wealth Management’s Salesforce CRM Stock Holding History

Buckley 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 		– Sell
-4,477
Closed -$951K – 145
2022
Q1 		$951K Buy
4,477
+278
+7% +$59.8K 0.26% 72
2021
Q4 		$1.07M Buy
4,199
+382
+10% +$107K 0.31% 58
2021
Q3 		$1.03M Sell
3,817
-215
-5% -$54.6K 0.33% 49
2021
Q2 		$985K Sell
4,032
-181
-4% -$41.7K 0.34% 49
2021
Q1 		$893K Buy
4,213
+1,053
+33% +$234K 0.33% 60
2020
Q4 		$703K Sell
3,160
-930
-23% -$226K 0.29% 62
2020
Q3 		$1.03M Sell
4,090
-85
-2% -$18.6K 0.46% 41
2020
Q2 		$782K Sell
4,175
-326
-7% -$54.9K 0.35% 52
2020
Q1 		$648K Sell
4,501
-425
-9% -$72.9K 0.35% 57
2019
Q4 		$801K Sell
4,926
-290
-6% -$45.5K 0.36% 46
2019
Q3 		$774K Buy
5,216
+370
+8% +$56.2K 0.38% 47
2019
Q2 		$735K Buy
4,846
+290
+6% +$45.4K 0.34% 56
2019
Q1 		$722K Buy
+4,556
New +$706K 0.34% 56

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Buckley Wealth Management's CRM Position: Q2 2022 in Review

Buckley Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 4,477 shares — an estimated $951K sold.

Buckley Wealth Management first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $1.07M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Buckley Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 4,477 Salesforce shares in Q2 2022, an estimated $951K.
  • Buckley Wealth Management first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
  • Buckley Wealth Management's Salesforce position peaked at $1.07M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Buckley Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.