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Kerntke Otto McGlone Wealth Management Group’s Salesforce CRM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2021
Q3 		– Sell
-2,515
Closed -$614K – 57
2021
Q2 		$614K Buy
2,515
+170
+7% +$39.2K 0.25% 69
2021
Q1 		$497K Buy
2,345
+287
+14% +$63.9K 0.26% 73
2020
Q4 		$458K Buy
2,058
+959
+87% +$233K 0.27% 76
2020
Q3 		$276K Hold
1,099
– – 0.2% 88
2020
Q2 		$206K Buy
+1,099
New +$185K 0.19% 97

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's CRM Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Salesforce (CRM) in Q3 2021, closing a stake of 2,515 shares — an estimated $614K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in CRM in Q2 2020 and held it in 5 quarters. The position peaked at $614K in Q2 2021. 2,181 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 2,515 Salesforce shares in Q3 2021, an estimated $614K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Salesforce in Q2 2020 and held it in 5 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Salesforce position peaked at $614K in Q2 2021.
  • 2,181 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.