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FMA Advisory’s Salesforce CRM Stock Holding History

FMA Advisory’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
2021
Q3 		$222K Buy
+819
New +$208K 0.08% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FMA Advisory's CRM Position: Q3 2021 in Review

FMA Advisory opened a new position in Salesforce (CRM) in Q3 2021: 819 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #130 among its holdings.

2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • FMA Advisory held 819 shares of Salesforce worth $222K as of Q3 2021.
  • Salesforce was a new FMA Advisory position in Q3 2021.
  • Salesforce made up 0.08% of FMA Advisory's portfolio in Q3 2021, its #130 holding.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.