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Heritage Wealth Management (Arizona)’s Salesforce CRM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$475K Buy
3,582
+1,787
+100% +$261K 0.07% 221
2022
Q3 		$258K Sell
1,795
-4
-0.2% -$678 0.08% 178
2022
Q2 		$297K Sell
1,799
-144
-7% -$25.4K 0.1% 156
2022
Q1 		$413K Buy
+1,943
New +$418K 0.11% 146
2021
Q3 		$468K Sell
1,726
-245
-12% -$62.2K 0.17% 98
2021
Q2 		$481K Buy
+1,971
New +$454K 0.18% 93

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CRM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Salesforce (CRM) stake by 100% in Q4 2022, buying an estimated $261K and bringing the position to 3,582 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #221.

Heritage Wealth Management (Arizona) first reported a position in CRM in Q2 2021 and has held it in 6 quarters since. The position peaked at $481K in Q2 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,582 shares of Salesforce worth $475K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,787 Salesforce shares in Q4 2022, an estimated $261K.
  • Salesforce made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #221 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Salesforce in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Salesforce position peaked at $481K in Q2 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.