FWM
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Frontier Wealth Management’s Salesforce CRM Stock Holding History

Frontier 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
2022
Q2 		$2.37M Sell
14,349
-4,549
-24% -$804K 0.17% 117
2022
Q1 		$3.68M Sell
18,898
-551
-3% -$119K 0.05% 78
2021
Q4 		$4.94M Buy
19,449
+437
+2% +$123K 0.33% 64
2021
Q3 		$5.16M Buy
19,012
+3,194
+20% +$811K 0.36% 58
2021
Q2 		$3.86M Sell
15,818
-58
-0.4% -$13.4K 0.27% 77
2021
Q1 		$3.36M Buy
15,876
+1,038
+7% +$231K 0.26% 80
2020
Q4 		$3.3M Buy
14,838
+380
+3% +$92.4K 0.27% 76
2020
Q3 		$3.63M Buy
14,458
+25
+0.2% +$5.47K 0.33% 58
2020
Q2 		$2.7M Sell
14,433
-265
-2% -$44.7K 0.25% 78
2020
Q1 		$2.12M Buy
14,698
+10,928
+290% +$1.87M 0.35% 78
2019
Q4 		$613K Sell
3,770
-9,730
-72% -$1.53M 0.1% 155
2019
Q3 		$2M Sell
13,500
-13
-0.1% -$1.98K 0.3% 76
2019
Q2 		$2.05M Buy
13,513
+233
+2% +$36.5K 0.3% 75
2019
Q1 		$2.1M Buy
13,280
+313
+2% +$48.5K 0.29% 80
2018
Q4 		$1.78M Buy
12,967
+242
+2% +$33.3K 0.27% 87
2018
Q3 		$2.02M Sell
12,725
-4,665
-27% -$692K 0.19% 85
2018
Q2 		$2.37M Buy
17,390
+1,875
+12% +$239K 0.34% 70
2018
Q1 		$1.8M Buy
15,515
+9,215
+146% +$1.06M 0.25% 97
2017
Q4 		$644K Sell
6,300
-2,800
-31% -$285K 0.1% 174
2017
Q3 		$850K Buy
9,100
+3,000
+49% +$276K 0.12% 166
2017
Q2 		$528K Buy
6,100
+1,800
+42% +$157K 0.08% 218
2017
Q1 		$355K Buy
+4,300
New +$344K 0.05% 272

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Frontier Wealth Management's CRM Position: Q2 2022 in Review

Frontier Wealth Management reduced its Salesforce (CRM) stake by 24% in Q2 2022, selling an estimated $804K and leaving 14,349 shares worth $2.37M. The position accounts for 0.17% of the portfolio, ranked #117.

Frontier Wealth Management first reported a position in CRM in Q1 2017 and has held it in 22 quarters since. The position peaked at $5.16M in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Frontier Wealth Management held 14,349 shares of Salesforce worth $2.37M as of Q2 2022.
  • Frontier Wealth Management sold 4,549 Salesforce shares in Q2 2022, an estimated $804K.
  • Salesforce made up 0.17% of Frontier Wealth Management's portfolio in Q2 2022, its #117 holding.
  • Frontier Wealth Management first reported a position in Salesforce in Q1 2017 and has held it in 22 quarters since.
  • Frontier Wealth Management's Salesforce position peaked at $5.16M in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.