Henrickson Nauta Wealth Advisors’s Salesforce CRM Stock Holding History

Henrickson Nauta Wealth 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 Q1	–	Sell	-2	Closed	–	–	85
2021 Q4	$0	Buy	+2	New	+$562	﹤0.01%	287

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Henrickson Nauta Wealth Advisors's CRM Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 2 shares.

Henrickson Nauta Wealth Advisors first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Henrickson Nauta Wealth Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Henrickson Nauta Wealth Advisors sold 2 Salesforce shares in Q1 2022.
Henrickson Nauta Wealth Advisors first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
Henrickson Nauta Wealth Advisors's Salesforce position peaked at $0 in Q4 2021.
2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.