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Capital Wealth Alliance’s Salesforce CRM Stock Holding History

Capital Wealth Alliance’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
Q1 		– Sell
-942
Closed -$221K – 132
2020
Q4 		$221K Buy
+942
New +$229K 0.16% 109
2020
Q3 		– Hold
0
– – – 91
2020
Q1 		– Sell
-971
Closed -$177K – 129
2019
Q4 		$177K Buy
+971
New +$152K 0.15% 86

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Wealth Alliance's CRM Position: Q1 2021 in Review

Capital Wealth Alliance sold out of Salesforce (CRM) in Q1 2021, closing a stake of 942 shares — an estimated $221K sold.

Capital Wealth Alliance first reported a position in CRM in Q4 2019 and held it in 2 quarters. The position peaked at $221K in Q4 2020. 1,984 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Capital Wealth Alliance reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Capital Wealth Alliance sold 942 Salesforce shares in Q1 2021, an estimated $221K.
  • Capital Wealth Alliance first reported a position in Salesforce in Q4 2019 and held it in 2 quarters.
  • Capital Wealth Alliance's Salesforce position peaked at $221K in Q4 2020.
  • 1,984 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Capital Wealth Alliance's 13F filing for Q1 2021, filed 7 May 2021.