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Heck Capital Advisors’s Salesforce CRM Stock Holding History

Heck Capital 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 		– Sell
-1,264
Closed -$268K – 141
2022
Q1 		$268K Buy
+1,264
New +$272K 0.05% 107
2020
Q4 		– Sell
-1,056
Closed -$265K – 105
2020
Q3 		$265K Buy
+1,056
New +$231K 0.07% 81

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

Heck Capital Advisors's CRM Position: Q2 2022 in Review

Heck Capital Advisors sold out of Salesforce (CRM) in Q2 2022, closing a stake of 1,264 shares — an estimated $268K sold.

Heck Capital Advisors first reported a position in CRM in Q3 2020 and held it in 2 quarters. The position peaked at $268K in Q1 2022. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Heck Capital Advisors reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Heck Capital Advisors sold 1,264 Salesforce shares in Q2 2022, an estimated $268K.
  • Heck Capital Advisors first reported a position in Salesforce in Q3 2020 and held it in 2 quarters.
  • Heck Capital Advisors's Salesforce position peaked at $268K in Q1 2022.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Heck Capital Advisors's 13F filing for Q2 2022, filed 19 May 2025.