IFA
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Interactive Financial Advisors’s Salesforce CRM Stock Holding History

Interactive Financial 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
-20
Closed -$5K – 167
2021
Q4 		$5K Buy
+20
New +$5.62K ﹤0.01% 156

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Interactive Financial Advisors's CRM Position: Q1 2022 in Review

Interactive Financial Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 20 shares — an estimated $5K sold.

Interactive Financial Advisors first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Interactive Financial Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Interactive Financial Advisors sold 20 Salesforce shares in Q1 2022, an estimated $5K.
  • Interactive Financial Advisors first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
  • Interactive Financial Advisors's Salesforce position peaked at $5K in Q4 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Interactive Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.