Graves Light Lenhart Wealth’s Salesforce CRM Stock Holding History

Graves Light Lenhart Wealth’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	-227	Closed	-$37K	–	257
2022 Q2	$37K	Sell	227 -7	-3%	-$1.24K	0.01%	336
2022 Q1	$50K	Sell	234 -144	-38%	-$31K	0.01%	354
2021 Q4	$96K	Buy	378 +227	+150%	+$63.8K	0.01%	305
2021 Q3	$41K	Buy	151 +6	+4%	+$1.52K	0.01%	401
2021 Q2	$35K	Buy	145 +33	+29%	+$7.61K	0.01%	422
2021 Q1	$24K	Buy	112 +28	+33%	+$6.23K	﹤0.01%	472
2020 Q4	$19K	Buy	+84	New	+$20.4K	﹤0.01%	491

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth's CRM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Salesforce (CRM) in Q3 2022, closing a stake of 227 shares — an estimated $37K sold.

Graves Light Lenhart Wealth first reported a position in CRM in Q4 2020 and held it in 7 quarters. The position peaked at $96K in Q4 2021. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 227 Salesforce shares in Q3 2022, an estimated $37K.
Graves Light Lenhart Wealth first reported a position in Salesforce in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Salesforce position peaked at $96K in Q4 2021.
2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.