Halpern Financial’s Salesforce CRM Stock Holding History

Halpern Financial’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	-37	Closed	-$6.11K	–	236
2022 Q2	$6.11K	Buy	+37	New	+$6.54K	﹤0.01%	190

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

Halpern Financial's CRM Position: Q3 2022 in Review

Halpern Financial sold out of Salesforce (CRM) in Q3 2022, closing a stake of 37 shares — an estimated $6.11K sold.

Halpern Financial first reported a position in CRM in Q2 2022 and held it in 1 quarter. The position peaked at $6.11K in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

Halpern Financial reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 37 Salesforce shares in Q3 2022, an estimated $6.11K.
Halpern Financial first reported a position in Salesforce in Q2 2022 and held it in 1 quarter.
Halpern Financial's Salesforce position peaked at $6.11K in Q2 2022.
2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.