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Heritage Financial Services’s Salesforce CRM Stock Holding History

Heritage Financial Services’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
-544
Closed -$89K – 147
2022
Q2 		$89K Buy
+544
New +$96.1K 0.05% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's CRM Position: Q3 2022 in Review

Heritage Financial Services sold out of Salesforce (CRM) in Q3 2022, closing a stake of 544 shares — an estimated $89K sold.

Heritage Financial Services first reported a position in CRM in Q2 2022 and held it in 1 quarter. The position peaked at $89K in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Heritage Financial Services reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 544 Salesforce shares in Q3 2022, an estimated $89K.
  • Heritage Financial Services first reported a position in Salesforce in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Salesforce position peaked at $89K in Q2 2022.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.