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CarsonAllaria Wealth Management’s Salesforce CRM Stock Holding History

CarsonAllaria 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
2023
Q2 		– Sell
-130
Closed -$26K – 390
2023
Q1 		$26K Hold
130
– – 0.02% 146
2022
Q4 		$17K Sell
130
-37
-22% -$5.4K 0.01% 160
2022
Q3 		$24K Hold
167
– – 0.02% 135
2022
Q2 		$28K Hold
167
– – 0.03% 132
2022
Q1 		$35K Hold
167
– – 0.03% 123
2021
Q4 		$42K Buy
+167
New +$46.9K 0.04% 129

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CarsonAllaria Wealth Management's CRM Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of Salesforce (CRM) in Q2 2023, closing a stake of 130 shares — an estimated $26K sold.

CarsonAllaria Wealth Management first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $42K in Q4 2021. 2,294 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • CarsonAllaria Wealth Management reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 130 Salesforce shares in Q2 2023, an estimated $26K.
  • CarsonAllaria Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Salesforce position peaked at $42K in Q4 2021.
  • 2,294 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.