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HC Financial Advisors’s Salesforce CRM Stock Holding History

HC Financial 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
2022
Q2 		$53K Hold
324
– – 0.04% 125
2022
Q1 		$69K Hold
324
– – 0.04% 117
2021
Q4 		$82K Hold
324
– – 0.05% 113
2021
Q3 		$88K Buy
324
+192
+145% +$48.8K 0.05% 103
2021
Q2 		$32K Hold
132
– – 0.02% 159
2021
Q1 		$28K Hold
132
– – 0.02% 169
2020
Q4 		$29K Hold
132
– – 0.02% 171
2020
Q3 		$33K Hold
132
– – 0.02% 145
2020
Q2 		$25K Hold
132
– – 0.02% 163
2020
Q1 		$19K Buy
+132
New +$22.6K 0.02% 179

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HC Financial Advisors's CRM Position: Q2 2022 in Review

HC Financial Advisors held its Salesforce (CRM) position steady in Q2 2022 at 324 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #125.

HC Financial Advisors first reported a position in CRM in Q1 2020 and has held it in 10 quarters since. The position peaked at $88K in Q3 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • HC Financial Advisors held 324 shares of Salesforce worth $53K as of Q2 2022.
  • HC Financial Advisors left its Salesforce share count unchanged in Q2 2022.
  • Salesforce made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #125 holding.
  • HC Financial Advisors first reported a position in Salesforce in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Salesforce position peaked at $88K in Q3 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.