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Capstone Financial Group’s Salesforce CRM Stock Holding History

Capstone Financial Group’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
2020
Q3 		$50K Buy
+200
New +$43.8K 0.04% 127

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Financial Group's CRM Position: Q3 2020 in Review

Capstone Financial Group opened a new position in Salesforce (CRM) in Q3 2020: 200 shares worth $50K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings.

1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Capstone Financial Group held 200 shares of Salesforce worth $50K as of Q3 2020.
  • Salesforce was a new Capstone Financial Group position in Q3 2020.
  • Salesforce made up 0.04% of Capstone Financial Group's portfolio in Q3 2020, its #127 holding.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.