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Clearview Wealth Advisors’s Salesforce CRM Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-69
Closed -$14.6K – 219
2023
Q2 		$14.6K Buy
69
+10
+17% +$2.04K 0.01% 313
2023
Q1 		$11.8K Buy
59
+2
+4% +$338 0.01% 340
2022
Q4 		$7.56K Sell
57
-24
-30% -$3.5K 0.01% 359
2022
Q3 		$12K Sell
81
-95
-54% -$16.1K 0.01% 313
2022
Q2 		$29K Sell
176
-49
-22% -$8.66K 0.02% 234
2022
Q1 		$48K Hold
225
– – 0.03% 200
2021
Q4 		$57K Sell
225
-15
-6% -$4.21K 0.03% 215
2021
Q3 		$65K Buy
240
+78
+48% +$19.8K 0.04% 211
2021
Q2 		$40K Sell
162
-8
-5% -$1.84K 0.02% 263
2021
Q1 		$36K Sell
170
-88
-34% -$19.6K 0.02% 264
2020
Q4 		$57K Buy
+258
New +$62.7K 0.04% 185

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clearview Wealth Advisors's CRM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Salesforce (CRM) in Q3 2023, closing a stake of 69 shares — an estimated $14.6K sold.

Clearview Wealth Advisors first reported a position in CRM in Q4 2020 and held it in 11 quarters. The position peaked at $65K in Q3 2021. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 69 Salesforce shares in Q3 2023, an estimated $14.6K.
  • Clearview Wealth Advisors first reported a position in Salesforce in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Salesforce position peaked at $65K in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.