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Capstone Financial Advisors’s Salesforce CRM Stock Holding History

Capstone Financial 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 		– Sell
-1,465
Closed -$211K – 141
2022
Q3 		$211K Buy
+1,465
New +$248K 0.02% 111

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

Capstone Financial Advisors's CRM Position: Q4 2022 in Review

Capstone Financial Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,465 shares — an estimated $211K sold.

Capstone Financial Advisors first reported a position in CRM in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Capstone Financial Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,465 Salesforce shares in Q4 2022, an estimated $211K.
  • Capstone Financial Advisors first reported a position in Salesforce in Q3 2022 and held it in 1 quarter.
  • Capstone Financial Advisors's Salesforce position peaked at $211K in Q3 2022.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Capstone Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.