FAG
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Financial Advisory Group’s Salesforce CRM Stock Holding History

Financial Advisory Group’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
-918
Closed -$233K – 98
2021
Q4 		$233K Hold
918
– – 0.05% 86
2021
Q3 		$249K Hold
918
– – 0.06% 78
2021
Q2 		$224K Buy
+918
New +$212K 0.05% 84

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

Financial Advisory Group's CRM Position: Q1 2022 in Review

Financial Advisory Group sold out of Salesforce (CRM) in Q1 2022, closing a stake of 918 shares — an estimated $233K sold.

Financial Advisory Group first reported a position in CRM in Q2 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Financial Advisory Group reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Financial Advisory Group sold 918 Salesforce shares in Q1 2022, an estimated $233K.
  • Financial Advisory Group first reported a position in Salesforce in Q2 2021 and held it in 3 quarters.
  • Financial Advisory Group's Salesforce position peaked at $249K in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Financial Advisory Group's 13F filing for Q1 2022, filed 12 May 2022.