Freedom Wealth Alliance’s Salesforce CRM Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-764	Closed	-$101K	–	141
2022 Q4	$101K	Buy	+764	New	+$111K	0.14%	88

Other funds holding CRM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Freedom Wealth Alliance's CRM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Salesforce (CRM) in Q1 2023, closing a stake of 764 shares — an estimated $101K sold.

Freedom Wealth Alliance first reported a position in CRM in Q4 2022 and held it in 1 quarter. The position peaked at $101K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

Freedom Wealth Alliance reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 764 Salesforce shares in Q1 2023, an estimated $101K.
Freedom Wealth Alliance first reported a position in Salesforce in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Salesforce position peaked at $101K in Q4 2022.
2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.