Doyle Wealth Management’s Salesforce CRM Stock Holding History

Doyle 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
2022 Q3	$12M	Buy	83,393 +2,701	+3%	+$458K	1.03%	39
2022 Q2	$13.3M	Sell	80,692 -6,084	-7%	-$1.07M	1.07%	38
2022 Q1	$18.4M	Buy	86,776 +3,490	+4%	+$751K	1.33%	26
2021 Q4	$21.2M	Buy	83,286 +562	+0.7%	+$158K	1.52%	21
2021 Q3	$22.4M	Buy	82,724 +1,350	+2%	+$343K	1.78%	15
2021 Q2	$19.9M	Buy	81,374 +2,114	+3%	+$487K	1.65%	17
2021 Q1	$16.8M	Buy	79,260 +2,022	+3%	+$450K	1.61%	19
2020 Q4	$17.2M	Buy	77,238 +1,238	+2%	+$301K	1.75%	19
2020 Q3	$19.1M	Buy	76,000 +40,678	+115%	+$8.9M	2.22%	11
2020 Q2	$6.62M	Buy	+35,322	New	+$5.95M	0.87%	43
2019 Q3	–	Sell	-677	Closed	-$103K	–	308
2019 Q2	$103K	Buy	+677	New	+$106K	0.01%	262
2019 Q1	–	Sell	-300	Closed	-$41K	–	298
2018 Q4	$41K	Buy	+300	New	+$41.3K	0.01%	394

Other funds holding CRM

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

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Doyle Wealth Management's CRM Position: Q3 2022 in Review

Doyle Wealth Management increased its Salesforce (CRM) stake by 3.3% in Q3 2022, buying an estimated $458K and bringing the position to 83,393 shares worth $12M. The position accounts for 1.03% of the portfolio, ranked #39.

Doyle Wealth Management first reported a position in CRM in Q4 2018 and has held it in 12 quarters since. The position peaked at $22.4M in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Doyle Wealth Management held 83,393 shares of Salesforce worth $12M as of Q3 2022.
Doyle Wealth Management bought 2,701 Salesforce shares in Q3 2022, an estimated $458K.
Salesforce made up 1.03% of Doyle Wealth Management's portfolio in Q3 2022, its #39 holding.
Doyle Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 12 quarters since.
Doyle Wealth Management's Salesforce position peaked at $22.4M in Q3 2021.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.