CWM
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Cranbrook Wealth Management’s Salesforce CRM Stock Holding History

Cranbrook 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
Q1 		– Sell
-6
Closed -$796 – 292
2022
Q4 		$796 Hold
6
– – ﹤0.01% 273
2022
Q3 		$1K Hold
6
– – ﹤0.01% 293
2022
Q2 		$1K Hold
6
– – ﹤0.01% 292
2022
Q1 		$1K Sell
6
-30
-83% -$6.46K ﹤0.01% 333
2021
Q4 		$9K Hold
36
– – ﹤0.01% 290
2021
Q3 		$10K Buy
+36
New +$9.14K ﹤0.01% 286

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cranbrook Wealth Management's CRM Position: Q1 2023 in Review

Cranbrook Wealth Management sold out of Salesforce (CRM) in Q1 2023, closing a stake of 6 shares — an estimated $796 sold.

Cranbrook Wealth Management first reported a position in CRM in Q3 2021 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Cranbrook Wealth Management reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Cranbrook Wealth Management sold 6 Salesforce shares in Q1 2023, an estimated $796.
  • Cranbrook Wealth Management first reported a position in Salesforce in Q3 2021 and held it in 6 quarters.
  • Cranbrook Wealth Management's Salesforce position peaked at $10K in Q3 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Cranbrook Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.