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Estate Counselors’s Salesforce CRM Stock Holding History

Estate Counselors’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
Q4 		– Sell
-308
Closed -$44K – 149
2022
Q3 		$44K Hold
308
– – 0.01% 146
2022
Q2 		$50K Hold
308
– – 0.01% 145
2022
Q1 		$65K Hold
308
– – 0.01% 138
2021
Q4 		$78K Hold
308
– – 0.01% 136
2021
Q3 		$83K Hold
308
– – 0.01% 146
2021
Q2 		$75K Hold
308
– – 0.01% 145
2021
Q1 		$65K Hold
308
– – 0.01% 143
2020
Q4 		$69K Buy
+308
New +$74.9K 0.01% 118
2020
Q3 		– Sell
-308
Closed -$57K – 121
2020
Q2 		$57K Buy
+308
New +$51.9K 0.01% 135

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estate Counselors's CRM Position: Q4 2022 in Review

Estate Counselors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 308 shares — an estimated $44K sold.

Estate Counselors first reported a position in CRM in Q2 2020 and held it in 9 quarters. The position peaked at $83K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Estate Counselors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 308 Salesforce shares in Q4 2022, an estimated $44K.
  • Estate Counselors first reported a position in Salesforce in Q2 2020 and held it in 9 quarters.
  • Estate Counselors's Salesforce position peaked at $83K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.