JFG Wealth Management’s Salesforce CRM Stock Holding History

JFG 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
2020 Q4	–	Sell	-1,300	Closed	-$327K	–	54
2020 Q3	$327K	Buy	+1,300	New	+$285K	0.23%	25

Other funds holding CRM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFG Wealth Management's CRM Position: Q4 2020 in Review

JFG Wealth Management sold out of Salesforce (CRM) in Q4 2020, closing a stake of 1,300 shares — an estimated $327K sold.

JFG Wealth Management first reported a position in CRM in Q3 2020 and held it in 1 quarter. The position peaked at $327K in Q3 2020. 1,990 funds tracked by Wall St. Rank hold CRM as of Q4 2020.

JFG Wealth Management reported no remaining Salesforce position as of Q4 2020 after selling out during the quarter.
JFG Wealth Management sold 1,300 Salesforce shares in Q4 2020, an estimated $327K.
JFG Wealth Management first reported a position in Salesforce in Q3 2020 and held it in 1 quarter.
JFG Wealth Management's Salesforce position peaked at $327K in Q3 2020.
1,990 funds tracked by Wall St. Rank held Salesforce as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.