HPWM
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Highland Private Wealth Management’s Salesforce CRM Stock Holding History

Highland Private Wealth Management’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 		– Sell
-3,214
Closed -$463K – 38
2022
Q3 		$463K Sell
3,214
-241
-7% -$40.9K 0.07% 99
2022
Q2 		$570K Buy
3,455
+175
+5% +$30.9K 0.09% 87
2022
Q1 		$697K Buy
3,280
+40
+1% +$8.61K 0.09% 75
2021
Q4 		$823K Buy
3,240
+20
+0.6% +$5.62K 0.1% 68
2021
Q3 		$873K Sell
3,220
-117
-4% -$29.7K 0.12% 62
2021
Q2 		$816K Buy
3,337
+148
+5% +$34.1K 0.12% 64
2021
Q1 		$676K Buy
3,189
+171
+6% +$38.1K 0.11% 70
2020
Q4 		$672K Sell
3,018
-7
-0.2% -$1.7K 0.12% 65
2020
Q3 		$760K Buy
3,025
+28
+0.9% +$6.13K 0.15% 57
2020
Q2 		$562K Buy
2,997
+323
+12% +$54.4K 0.12% 61
2020
Q1 		$385K Buy
2,674
+24
+0.9% +$4.12K 0.11% 72
2019
Q4 		$431K Buy
2,650
+65
+3% +$10.2K 0.1% 72
2019
Q3 		$383K Buy
2,585
+73
+3% +$11.1K 0.11% 66
2019
Q2 		$381K Buy
2,512
+246
+11% +$38.6K 0.11% 73
2019
Q1 		$359K Buy
2,266
+142
+7% +$22K 0.11% 71
2018
Q4 		$291K Buy
2,124
+68
+3% +$9.35K 0.11% 72
2018
Q3 		$327K Buy
2,056
+16
+0.8% +$2.37K 0.11% 78
2018
Q2 		$278K Buy
+2,040
New +$260K 0.1% 82
2018
Q1 		– Sell
-2,052
Closed -$210K – 116
2017
Q4 		$210K Buy
+2,052
New +$209K 0.08% 89

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

Highland Private Wealth Management's CRM Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 3,214 shares — an estimated $463K sold.

Highland Private Wealth Management first reported a position in CRM in Q4 2017 and held it in 19 quarters. The position peaked at $873K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 3,214 Salesforce shares in Q4 2022, an estimated $463K.
  • Highland Private Wealth Management first reported a position in Salesforce in Q4 2017 and held it in 19 quarters.
  • Highland Private Wealth Management's Salesforce position peaked at $873K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.