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Fort Pitt Capital Group’s Salesforce CRM Stock Holding History

Fort Pitt Capital 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
Q3 		– Sell
-1,256
Closed -$207K – 120
2022
Q2 		$207K Buy
1,256
+139
+12% +$24.6K 0.01% 124
2022
Q1 		$237K Buy
1,117
+209
+23% +$45K 0.01% 128
2021
Q4 		$231K Buy
+908
New +$255K 0.01% 144

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fort Pitt Capital Group's CRM Position: Q3 2022 in Review

Fort Pitt Capital Group sold out of Salesforce (CRM) in Q3 2022, closing a stake of 1,256 shares — an estimated $207K sold.

Fort Pitt Capital Group first reported a position in CRM in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q1 2022. 2,054 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Fort Pitt Capital Group reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Fort Pitt Capital Group sold 1,256 Salesforce shares in Q3 2022, an estimated $207K.
  • Fort Pitt Capital Group first reported a position in Salesforce in Q4 2021 and held it in 3 quarters.
  • Fort Pitt Capital Group's Salesforce position peaked at $237K in Q1 2022.
  • 2,054 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Fort Pitt Capital Group's 13F filing for Q3 2022, filed 8 Nov 2022.