Filbrandt Wealth Management’s Salesforce CRM Stock Holding History

Filbrandt 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
2020 Q3	–	Sell	-7	Closed	-$1K	–	198
2020 Q2	$1K	Buy	+7	New	+$1.18K	﹤0.01%	336

Other funds holding CRM

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Filbrandt Wealth Management's CRM Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Salesforce (CRM) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in CRM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2020.

Filbrandt Wealth Management reported no remaining Salesforce position as of Q3 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 7 Salesforce shares in Q3 2020, an estimated $1K.
Filbrandt Wealth Management first reported a position in Salesforce in Q2 2020 and held it in 1 quarter.
Filbrandt Wealth Management's Salesforce position peaked at $1K in Q2 2020.
1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.