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Laurel Wealth Advisors (California)’s Salesforce CRM Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.47M Sell
11,061
-269
-2% -$39.3K 0.14% 161
2022
Q3 		$1.63M Buy
11,330
+607
+6% +$103K 0.17% 130
2022
Q2 		$1.77M Sell
10,723
-531
-5% -$93.8K 0.18% 123
2022
Q1 		$2.39M Sell
11,254
-550
-5% -$118K 0.2% 112
2021
Q4 		$3M Buy
11,804
+8,843
+299% +$2.48M 0.23% 101
2021
Q3 		$803K Sell
2,961
-201
-6% -$51K 0.15% 167
2021
Q2 		$772K Buy
3,162
+453
+17% +$104K 0.1% 208
2021
Q1 		$574K Buy
2,709
+168
+7% +$37.4K 0.09% 225
2020
Q4 		$565K Buy
2,541
+427
+20% +$104K 0.08% 225
2020
Q3 		$531K Sell
2,114
-32
-1% -$7K 0.09% 219
2020
Q2 		$402K Buy
2,146
+38
+2% +$6.4K 0.07% 247
2020
Q1 		$304K Sell
2,108
-2,924
-58% -$501K 0.07% 271
2019
Q4 		$818K Sell
5,032
-1,384
-22% -$217K 0.14% 177
2019
Q3 		$952K Buy
6,416
+3,751
+141% +$570K 0.16% 154
2019
Q2 		$404K Sell
2,665
-591
-18% -$92.6K 0.09% 248
2019
Q1 		$516K Buy
3,256
+156
+5% +$24.2K 0.13% 188
2018
Q4 		$424K Sell
3,100
-564
-15% -$77.6K 0.12% 190
2018
Q3 		$582K Buy
+3,664
New +$544K 0.14% 158
2018
Q2 		– Sell
-1,987
Closed -$231K – 385
2018
Q1 		$231K Buy
+1,987
New +$228K 0.07% 295
2017
Q4 		– Sell
-1,146
Closed -$107K – 345
2017
Q3 		$107K Buy
+1,146
New +$105K 0.04% 310

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

Laurel Wealth Advisors (California)'s CRM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Salesforce (CRM) stake by 2.4% in Q4 2022, selling an estimated $39.3K and leaving 11,061 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #161.

Laurel Wealth Advisors (California) first reported a position in CRM in Q3 2017 and has held it in 20 quarters since. The position peaked at $3M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 11,061 shares of Salesforce worth $1.47M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 269 Salesforce shares in Q4 2022, an estimated $39.3K.
  • Salesforce made up 0.14% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #161 holding.
  • Laurel Wealth Advisors (California) first reported a position in Salesforce in Q3 2017 and has held it in 20 quarters since.
  • Laurel Wealth Advisors (California)'s Salesforce position peaked at $3M in Q4 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.