Guidance Point Advisors’s Salesforce CRM Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-38	Closed	-$9K	–	156
2021 Q3	$9K	Buy	+38	New	+$9.65K	﹤0.01%	258

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Guidance Point Advisors's CRM Position: Q4 2021 in Review

Guidance Point Advisors sold out of Salesforce (CRM) in Q4 2021, closing a stake of 38 shares — an estimated $9K sold.

Guidance Point Advisors first reported a position in CRM in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold CRM as of Q4 2021.

Guidance Point Advisors reported no remaining Salesforce position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 38 Salesforce shares in Q4 2021, an estimated $9K.
Guidance Point Advisors first reported a position in Salesforce in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Salesforce position peaked at $9K in Q3 2021.
2,352 funds tracked by Wall St. Rank held Salesforce as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.