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Engrave Wealth Partners’s Salesforce CRM Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-345
Closed -$64K – 134
2020
Q2 		$64K Buy
345
+107
+45% +$18K 0.06% 94
2020
Q1 		$34K Buy
238
+36
+18% +$6.17K 0.04% 118
2019
Q4 		$32K Buy
+202
New +$31.7K 0.03% 167

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's CRM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Salesforce (CRM) in Q3 2020, closing a stake of 345 shares — an estimated $64K sold.

Engrave Wealth Partners first reported a position in CRM in Q4 2019 and held it in 3 quarters. The position peaked at $64K in Q2 2020. 1,835 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 345 Salesforce shares in Q3 2020, an estimated $64K.
  • Engrave Wealth Partners first reported a position in Salesforce in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Salesforce position peaked at $64K in Q2 2020.
  • 1,835 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.