Certified Advisory Corp’s Salesforce CRM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-216	Closed	-$46K	–	302
2021 Q1	$46K	Buy	+216	New	+$48.1K	0.01%	362
2020 Q2	$55K	Hold	291	–	–	0.02%	294
2020 Q1	$42K	Hold	291	–	–	0.02%	306
2019 Q4	$47K	Hold	291	–	–	0.02%	326
2019 Q3	$43K	Buy	291 +50	+21%	+$7.6K	0.01%	345
2019 Q2	$37K	Sell	241 -50	-17%	-$7.84K	0.01%	359
2019 Q1	$46K	Hold	291	–	–	0.02%	310
2018 Q4	$40K	Buy	291 +100	+52%	+$13.8K	0.02%	309
2018 Q3	$30K	Hold	191	–	–	0.01%	366
2018 Q2	$26K	Hold	191	–	–	0.01%	376
2018 Q1	$22K	Hold	191	–	–	0.01%	387
2017 Q4	$19K	Buy	+191	New	+$19.5K	0.01%	376

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Certified Advisory Corp's CRM Position: Q2 2021 in Review

Certified Advisory Corp sold out of Salesforce (CRM) in Q2 2021, closing a stake of 216 shares — an estimated $46K sold.

Certified Advisory Corp first reported a position in CRM in Q4 2017 and held it in 12 quarters. The position peaked at $55K in Q2 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Certified Advisory Corp reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 216 Salesforce shares in Q2 2021, an estimated $46K.
Certified Advisory Corp first reported a position in Salesforce in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Salesforce position peaked at $55K in Q2 2020.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.