FP
CRM icon

Fiduciary Planning’s Salesforce CRM Stock Holding History

Fiduciary Planning’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 		– Sell
-1,284
Closed -$326K – 41
2021
Q4 		$326K Sell
1,284
-170
-12% -$47.8K 0.18% 43
2021
Q3 		$394K Sell
1,454
-689
-32% -$175K 0.21% 52
2021
Q2 		$523K Sell
2,143
-5,491
-72% -$1.27M 0.45% 37
2021
Q1 		$1.62M Buy
7,634
+934
+14% +$208K 2.44% 17
2020
Q4 		$1.49M Buy
6,700
+6,680
+33,400% +$1.62M 2.1% 23
2020
Q3 		$5K Buy
+20
New +$4.38K 0.01% 138

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

Fiduciary Planning's CRM Position: Q1 2022 in Review

Fiduciary Planning sold out of Salesforce (CRM) in Q1 2022, closing a stake of 1,284 shares — an estimated $326K sold.

Fiduciary Planning first reported a position in CRM in Q3 2020 and held it in 6 quarters. The position peaked at $1.62M in Q1 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Fiduciary Planning reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Fiduciary Planning sold 1,284 Salesforce shares in Q1 2022, an estimated $326K.
  • Fiduciary Planning first reported a position in Salesforce in Q3 2020 and held it in 6 quarters.
  • Fiduciary Planning's Salesforce position peaked at $1.62M in Q1 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Fiduciary Planning's 13F filing for Q1 2022, filed 11 May 2022.