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Dixon Hughes Goodman Wealth Advisors’s Salesforce CRM Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$256K Buy
1,205
+61
+5% +$13.1K 0.07% 148
2021
Q4 		$291K Buy
+1,144
New +$321K 0.09% 116

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CRM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Salesforce (CRM) stake by 5.3% in Q1 2022, buying an estimated $13.1K and bringing the position to 1,205 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #148.

Dixon Hughes Goodman Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 2 quarters since. The position peaked at $291K in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,205 shares of Salesforce worth $256K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 61 Salesforce shares in Q1 2022, an estimated $13.1K.
  • Salesforce made up 0.07% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #148 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Salesforce position peaked at $291K in Q4 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.