CFA
CRM icon

Compass Financial Advisors’s Salesforce CRM Stock Holding History

Compass 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
2023
Q2 		– Sell
-5,199
Closed -$1.04M – 16
2023
Q1 		$1.04M Sell
5,199
-300
-5% -$50.7K 1.32% 22
2022
Q4 		$729K Sell
5,499
-70
-1% -$10.2K 0.98% 33
2022
Q3 		$801K Buy
5,569
+13
+0.2% +$2.2K 1.19% 22
2022
Q2 		$917K Buy
5,556
+117
+2% +$20.7K 1.25% 22
2022
Q1 		$1.16M Buy
5,439
+1,312
+32% +$282K 1.28% 19
2021
Q4 		$1.05M Buy
+4,127
New +$1.16M 1.16% 16

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

Compass Financial Advisors's CRM Position: Q2 2023 in Review

Compass Financial Advisors sold out of Salesforce (CRM) in Q2 2023, closing a stake of 5,199 shares — an estimated $1.04M sold.

Compass Financial Advisors first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $1.16M in Q1 2022. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

  • Compass Financial Advisors reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 5,199 Salesforce shares in Q2 2023, an estimated $1.04M.
  • Compass Financial Advisors first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Salesforce position peaked at $1.16M in Q1 2022.
  • 2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.